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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
451
Principal Financial Group
Iowa
$790K -$140K -1,866 -14%
SignatureFD
452
SignatureFD
Georgia
$776K +$69.7K +931 +9%
AA
453
Altrafin AG
$775K -$390K -5,215 -32%
Dakota Wealth Management
454
Dakota Wealth Management
Florida
$774K -$62.3K -832 -7%
TCM
455
Tybourne Capital Management
Hong Kong
$768K -$30.4M -406,010 -97%
DFC
456
DB Fitzpatrick & Co
Idaho
$765K +$368K +4,921 +79%
GCM
457
Greenland Capital Management
New York
$763K -$964K -12,884 -54%
MetLife Investment Management
458
MetLife Investment Management
New Jersey
$763K +$1.72K +23 +0.2%
Brown Brothers Harriman & Co
459
Brown Brothers Harriman & Co
New York
$759K -$625K -8,351 -43%
MC
460
Moors & Cabot
Massachusetts
$755K -$110K -1,475 -12%
O'Shaughnessy Asset Management
461
O'Shaughnessy Asset Management
Connecticut
$748K +$119K +1,588 +17%
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$748K +$50.1K +669 +7%
LTI
463
Laffer Tengler Investments
Tennessee
$732K +$34.2K +457 +4%
New York Life Investment Management
464
New York Life Investment Management
New York
$728K -$2.47K -33 -0.3%
SWM
465
SeaCrest Wealth Management
New York
$723K -$4.57K -61 -0.6%
Beacon Pointe Advisors
466
Beacon Pointe Advisors
California
$715K +$2.54K +34 +0.3%
Rathbones Group
467
Rathbones Group
United Kingdom
$715K -$128K -1,710 -14%
Citizens Financial Group
468
Citizens Financial Group
Rhode Island
$699K -$164K -2,185 -18%
Bleakley Financial Group
469
Bleakley Financial Group
New Jersey
$697K +$40.5K +541 +6%
TD Private Client Wealth
470
TD Private Client Wealth
New York
$694K +$105K +1,400 +16%
FF
471
Friedenthal Financial
New Jersey
$692K +$755K +10,080 New
SWA
472
SOA Wealth Advisors
New York
$691K -$42.7K -571 -5%
SW
473
SVB Wealth
Massachusetts
$689K +$103K +1,378 +16%
KCM
474
KRS Capital Management
Michigan
$687K -$116K -1,545 -13%
TMC
475
Trellus Management Company
Florida
$687K +$374K +5,000 +100%