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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
451
Convergence Investment Partners
Florida
$804K +$872K +12,463 New
SAM
452
Secure Asset Management
Michigan
$803K +$625K +8,940 +255%
BAM
453
Belpointe Asset Management
Nevada
$798K +$567K +8,111 +190%
FCA
454
Fortis Capital Advisors
Kansas
$798K +$567K +8,111 +190%
AWA
455
Arete Wealth Advisors
Illinois
$797K +$29.7K +425 +4%
IMCOOI
456
Investment Management Corp of Ontario (IMCO)
Canada
$796K +$238K +3,400 +38%
P
457
&Partners
Tennessee
$774K +$236K +3,368 +39%
IAN
458
Integrated Advisors Network
Texas
$772K +$25.4K +363 +3%
Fisher Asset Management
459
Fisher Asset Management
Washington
$761K -$50.9K -727 -6%
OC
460
Oppenheimer & Co
New York
$749K +$83.1K +1,188 +11%
VEA
461
Virtus ETF Advisers
New York
$746K +$809K +11,571 New
OWMIAS
462
One Wealth Management Investment & Advisory Services
Florida
$744K +$2.17K +31 +0.3%
BG
463
Bahl & Gaynor
Ohio
$735K -$70 -1 -0%
DTL
464
Dynamic Technology Lab
Singapore
$731K +$793K +11,330 New
GAM
465
Gotham Asset Management
New York
$728K -$358K -5,123 -31%
VI
466
Vestcor Inc
New Brunswick, Canada
$715K -$1.4M -20,000 -64%
ICP
467
Interchange Capital Partners
Pennsylvania
$711K -$11.5K -164 -1%
FFN
468
Focus Financial Network
Minnesota
$710K +$10.1K +144 +1%
NPT
469
National Philanthropic Trust
Pennsylvania
$710K – – –
ECU
470
Eisler Capital (US)
New York
$707K +$767K +10,962 New
AFAS
471
Acorn Financial Advisory Services
Virginia
$705K -$66.2K -946 -8%
Teacher Retirement System of Texas
472
Teacher Retirement System of Texas
Texas
$696K -$230K -3,287 -23%
SWA
473
Stratos Wealth Advisors
Ohio
$682K -$24.6K -351 -3%
RIA
474
Realta Investment Advisors
Delaware
$667K -$162K -2,316 -18%
MSE
475
MUFG Securities EMEA
United Kingdom
$666K -$70.2K -1,004 -9%