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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1226
Avion Wealth
Texas
$31K
IBOK
1227
Independence Bank of Kentucky
Kentucky
$31K +$37.9K +175 +875%
HFS
1228
Horizon Financial Services
North Carolina
$30.7K +$8.67K +40 +27%
EARNEST Partners
1229
EARNEST Partners
Georgia
$30K
BFG
1230
Baron Financial Group
New Jersey
$29.1K
BWM
1231
BerganKDV Wealth Management
Minnesota
$29K
CH
1232
Canton Hathaway
Rhode Island
$29K
KFI
1233
Key Financial Inc
Pennsylvania
$29K
TCM
1234
Tradewinds Capital Management
Washington
$28K -$4.33K -20 -10%
Jones Financial Companies
1235
Jones Financial Companies
Missouri
$28K +$6.93K +32 +23%
BHWM
1236
Beaird Harris Wealth Management
Texas
$28K +$37.9K +175 New
AA
1237
Addison Advisors
Vermont
$27K +$35.8K +165 New
TFA
1238
Toth Financial Advisory
Virginia
$26K -$2.17K -10 -6%
PK
1239
Pflug Koory
Nebraska
$25K
CT
1240
Clearstead Trust
Maine
$25K +$17.1K +79 +107%
RDIA
1241
RE Dickinson Investment Advisors
Iowa
$25K +$33.4K +154 New
CSB
1242
City State Bank
Iowa
$25K +$34K +157 New
GFPC
1243
Global Financial Private Client
Florida
$24.2K
WAS
1244
Winch Advisory Services
Wisconsin
$24K +$4.55K +21 +16%
FMII
1245
Farmers & Merchants Investments Inc
Nebraska
$24K +$19.7K +91 +154%
GC
1246
Gould Capital
Washington
$24K +$32.5K +150 New
CSWM
1247
Cassady Schiller Wealth Management
Ohio
$24K +$32.7K +151 New
TFM
1248
TFC Financial Management
Massachusetts
$23K -$4.77K -22 -13%
CWA
1249
Clearview Wealth Advisors
Oregon
$23K +$3.9K +18 +15%
Kayne Anderson Rudnick Investment Management
1250
Kayne Anderson Rudnick Investment Management
California
$21K -$50.1M -231,344 -100%