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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1201
Cribstone Capital Management
Maine
$5K – – –
M1FG
1202
Mach-1 Financial Group
Arkansas
$5K – – –
CMBA
1203
C.M. Bidwell & Associates
Hawaii
$5K +$1.33K +11 +48%
AssetMark Inc
1204
AssetMark Inc
California
$4K -$354K -2,925 -99%
AAP
1205
Arax Advisory Partners
Colorado
$4K -$4.96K -41 -59%
CAM
1206
Costello Asset Management
Pennsylvania
$4K – – –
HWA
1207
Heritage Wealth Advisors
Virginia
$4K – – –
MFA
1208
McClarren Financial Advisors
Pennsylvania
$4K – – –
CYG
1209
Clean Yield Group
Vermont
$4K +$1.57K +13 +65%
CHA
1210
Carmichael Hill & Associates
Maryland
$4K +$2.42K +20 +333%
HR
1211
Howe & Rusling
New York
$3K -$50.8K -420 -94%
AW
1212
Avion Wealth
Texas
$3K -$20K -165 -87%
CWA
1213
Carolina Wealth Advisors
South Carolina
$3K – – –
DSC
1214
Duncker Streett & Co
Missouri
$3K – – –
EFS
1215
Econ Financial Services
Pennsylvania
$3K – – –
RDFA
1216
Ritter Daniher Financial Advisory
Ohio
$3K – – –
LF
1217
Lee Financial
Texas
$3K +$2.66K +22 New
TF
1218
Tompkins Financial
New York
$3K +$3.03K +25 New
TFO
1219
Tarbox Family Office
California
$2K -$1.7K -14 -54%
APC
1220
Aspire Private Capital
North Carolina
$2K – – –
JWM
1221
Janiczek Wealth Management
Colorado
$2K – – –
LPWM
1222
Lake Point Wealth Management
Texas
$2K – – –
CP
1223
Corbenic Partners
Pennsylvania
$2K +$726 +6 +86%
FMP
1224
Financial Management Professionals
Texas
$2K +$1.09K +9 +180%
GIA
1225
GHP Investment Advisors
Colorado
$2K +$1.7K +14 New