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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1326
Ellis Investment Partners
Pennsylvania
$5K -$9.28K -40 -63%
AWM
1327
Activest Wealth Management
Florida
$5K – – –
CWA
1328
Carolina Wealth Advisors
South Carolina
$5K – – –
CHC
1329
City Holding Co
West Virginia
$5K +$4.64K +20 New
LF
1330
Lee Financial
Texas
$5K +$4.64K +20 New
RCM
1331
Regency Capital Management
Hawaii
$5K +$4.64K +20 New
JWM
1332
Janiczek Wealth Management
Colorado
$4K -$696 -3 -17%
AWMS
1333
Advocacy Wealth Management Services
Georgia
$4K – – –
APC
1334
Aspire Private Capital
North Carolina
$4K – – –
ME
1335
McIlrath & Eck
Washington
$4K – – –
AIP
1336
Ameritas Investment Partners
Nebraska
$4K +$4.64K +20 New
BA
1337
Bellwether Advisors
Nebraska
$3K – – –
MFT
1338
Moisand Fitzgerald Tamayo
Florida
$3K – – –
PC
1339
Permanens Capital
New York
$3K – – –
FFG
1340
Ford Financial Group
California
$3K +$3.02K +13 New
BCWM
1341
Bartlett & Co Wealth Management
Ohio
$2.19K – – –
LWM
1342
Liberty Wealth Management
California
$2K -$9.97K -43 -81%
BC
1343
Bartlett & Co
Ohio
$2K – – –
CP
1344
Corbenic Partners
Pennsylvania
$2K – – –
CCC
1345
Crescent Capital Consulting
Louisiana
$2K – – –
DAM
1346
Delta Asset Management
Tennessee
$2K – – –
DWA
1347
Dougherty Wealth Advisers
Minnesota
$2K – – –
SA
1348
SRH Advisors
Kansas
$2K – – –
SWM
1349
Sugarloaf Wealth Management
Georgia
$2K – – –
CYG
1350
Clean Yield Group
Vermont
$2K +$1.85K +8 New
52 53
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