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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
476
Balboa Wealth Partners
Arizona
$633K -$181K -2,618 -21%
CLOS
477
Compagnie Lombard Odier SCmA
Switzerland
$632K -$138K -2,000 -17%
PI
478
PFG Investments
New York
$631K -$469K -6,796 -41%
RBI
479
Raiffeisen Bank International
Austria
$625K -$40.1K -581 -6%
GC
480
Globeflex Capital
California
$604K – – –
IFG
481
Independent Financial Group
California
$593K -$167K -2,425 -21%
PAS
482
Park Avenue Securities
New York
$592K -$125K -1,813 -17%
CIBC Private Wealth Group
483
CIBC Private Wealth Group
Georgia
$589K -$141K -2,038 -18%
IAA
484
Independent Advisor Alliance
North Carolina
$585K -$152K -2,206 -20%
Capstone Investment Advisors
485
Capstone Investment Advisors
New York
$584K +$619K +8,975 New
LNWTC
486
Laird Norton Wetherby Trust Company
Washington
$572K +$606K +8,786 New
PP
487
Prudential plc
United Kingdom
$567K – – –
SIM
488
Spark Investment Management
New York
$566K – – –
APWM
489
Argonautica Private Wealth Management
Massachusetts
$563K -$13.8K -200 -2%
HIP
490
Harrell Investment Partners
Texas
$563K -$70.7K -1,025 -11%
TG
491
TCW Group
California
$560K +$594K +8,610 New
AWM
492
Apollon Wealth Management
South Carolina
$557K +$22.1K +320 +4%
1WA
493
180 Wealth Advisors
Washington
$556K +$23.5K +341 +4%
IQI
494
Integrated Quantitative Investments
Washington
$550K +$582K +8,443 New
KWM
495
Kingsview Wealth Management
Oregon
$545K +$578K +8,375 New
RSS
496
Rosenblum Silverman Sutton
California
$540K +$572K +8,295 New
SWA
497
Stratos Wealth Advisors
Ohio
$533K -$7.93K -115 -1%
HFM
498
Harvest Fund Management
China
$530K – – –
JFG
499
Jefferies Financial Group
New York
$519K +$49.4K +716 +10%
FSBI
500
Fearless Solutions (Best Invest)
Texas
$519K +$16.4K +238 +3%