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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
476
CAPTRUST Financial Advisors
North Carolina
$742K -$120K -1,567 -20%
GC
477
Grimes & Company
Massachusetts
$739K -$16.1K -210 -3%
MOS
478
MGO One Seven
Ohio
$738K -$41.4K -541 -7%
MYAM
479
Meiji Yasuda Asset Management
Japan
$738K +$180K +2,350 +50%
ER
480
Enlightenment Research
Florida
$735K -$683K -8,915 -56%
Mercer Global Advisors
481
Mercer Global Advisors
Colorado
$732K -$146K -1,902 -21%
OIA
482
OneDigital Investment Advisors
Kansas
$724K +$243K +3,170 +100%
GC
483
GFG Capital
Florida
$724K +$528K +6,903 New
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$702K +$32.9K +430 +7%
Cetera Investment Advisers
485
Cetera Investment Advisers
Illinois
$701K +$43.9K +574 +9%
FWM
486
Frontier Wealth Management
Missouri
$697K -$5.36K -70 -1%
QP
487
Quilter Plc
United Kingdom
$695K +$29K +379 +6%
WAM
488
World Asset Management
Michigan
$689K +$19.4K +253 +4%
DADC
489
D.A. Davidson & Co
Montana
$683K +$12K +157 +2%
FAM
490
Formidable Asset Management
Ohio
$660K +$424K +5,544 New
Vanguard Personalized Indexing Management
491
Vanguard Personalized Indexing Management
California
$657K +$479K +6,257 New
SL
492
Stevard LLC
Illinois
$656K +$479K +6,252 New
WCM
493
Whitener Capital Management
North Carolina
$655K +$42.1K +550 +10%
TFS
494
TrustCore Financial Services
Tennessee
$649K -$65.1K -850 -12%
HIIFS
495
Harel Insurance Investments & Financial Services
Israel
$647K +$360K +4,700 +320%
HB
496
Homrich & Berg
Georgia
$643K +$22.7K +296 +5%
DC
497
Davenport & Co
Virginia
$640K -$109K -1,430 -19%
CAN
498
Claraphi Advisory Network
United States
$621K +$201K +2,619 +79%
IFG
499
Independent Financial Group
California
$621K -$167K -2,179 -27%
ISWM
500
Independent Solutions Wealth Management
New York
$613K +$114K +1,487 +34%