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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
476
CIBC Private Wealth Group
Georgia
$650K -$70.7K -1,216 -11%
UM
477
UniSuper Management
Australia
$645K -$64K -1,100 -10%
CIEC
478
Crédit Industriel et Commercial
France
$645K -$240K -4,120 -30%
CM
479
Capula Management
Cayman Islands
$626K -$25.6M -440,785 -98%
YCM
480
Yousif Capital Management
Michigan
$626K -$15.7K -269 -3%
SWP
481
Stratos Wealth Partners
Ohio
$617K -$435K -7,479 -45%
PWM
482
Perigon Wealth Management
California
$616K -$415K -7,140 -44%
FFM
483
Forum Financial Management
Illinois
$614K +$17.9K +307 +4%
Lazard Asset Management
484
Lazard Asset Management
New York
$612K +$393K +6,748 +297%
SFA
485
Sequoia Financial Advisors
Ohio
$609K +$92K +1,582 +21%
STA
486
Summit Trail Advisors
New York
$607K +$520K +8,934 New
UCFA
487
United Capital Financial Advisors
Texas
$606K +$11.6K +200 +2%
MS
488
Maven Securities
Jersey
$605K -$639K -10,976 -55%
APWM
489
Argonautica Private Wealth Management
Massachusetts
$602K -$1.1K -19 -0.2%
B
490
Barings
North Carolina
$595K -$210K -3,618 -29%
GI
491
GLOBALT Investments
Georgia
$592K -$60.9K -1,046 -11%
PP
492
Prudential plc
United Kingdom
$592K – – –
SIM
493
Spark Investment Management
New York
$591K – – –
NP
494
NorthRock Partners
Minnesota
$584K +$234K +4,023 +88%
SWA
495
Stratos Wealth Advisors
Ohio
$565K +$582 +10 +0.1%
CF
496
Cantor Fitzgerald
New York
$564K +$483K +8,310 New
FFA
497
Farther Finance Advisors
California
$562K +$148K +2,542 +44%
MGP
498
Metis Global Partners
California
$558K -$185K -3,177 -28%
IWC
499
Integrated Wealth Concepts
Massachusetts
$556K -$232K -3,989 -33%
KCFA
500
Key Client Fiduciary Advisors
New Jersey
$547K -$16.8K -289 -3%