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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
451
Profit Investment Management
Maryland
$828K +$205K +3,173 +35%
XC
452
XY Capital
Hong Kong
$824K -$220K -3,411 -22%
CL
453
Choreo LLC
Illinois
$823K +$372K +5,763 +86%
SAM
454
Secure Asset Management
Michigan
$818K -$16.8K -260 -2%
RJT
455
Raymond James Trust
Florida
$799K -$443K -6,855 -37%
AWM
456
Axxcess Wealth Management
California
$793K -$123K -1,903 -14%
I
457
InceptionR
California
$781K +$751K +11,633 New
SA
458
SpiderRock Advisors
Delaware
$778K -$2.34M -36,197 -76%
BG
459
Bahl & Gaynor
Ohio
$765K – – –
OC
460
Oppenheimer & Co
New York
$760K -$18.3K -283 -2%
Envestnet Portfolio Solutions
461
Envestnet Portfolio Solutions
Illinois
$759K +$119K +1,837 +19%
EWA
462
EP Wealth Advisors
California
$753K +$472K +7,313 +188%
LJAC
463
L.J. Altfest & Co
New York
$751K +$723K +11,192 New
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$745K +$49.9K +772 +7%
VI
465
Vestcor Inc
New Brunswick, Canada
$744K – – –
OWMIAS
466
One Wealth Management Investment & Advisory Services
Florida
$734K -$38.8K -601 -5%
NPT
467
National Philanthropic Trust
Pennsylvania
$722K -$15.8K -245 -2%
GC
468
Gilbert & Cook
Iowa
$718K +$41.7K +645 +6%
SWA
469
Stratos Wealth Advisors
Ohio
$716K +$6.14K +95 +0.9%
Focus Partners Wealth
470
Focus Partners Wealth
Massachusetts
$698K +$672K +10,402 New
IEFM
471
IQ EQ Fund Management
Ireland
$697K +$145K +2,247 +28%
O
472
Ossiam
France
$696K +$22.3K +345 +3%
BRWA
473
B. Riley Wealth Advisors
Florida
$690K -$151K -2,338 -18%
TWC
474
TD Waterhouse Canada
Ontario, Canada
$689K +$27.8K +430 +4%
FFN
475
Focus Financial Network
Minnesota
$687K +$22.7K +352 +4%