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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
501
Whitener Capital Management
North Carolina
$1.12M +$92.2K +653 +10%
LCM
502
Laurion Capital Management
New York
$1.12M +$225K +1,592 +30%
OIA
503
OneDigital Investment Advisors
Kansas
$1.11M +$49.3K +349 +5%
DADC
504
D.A. Davidson & Co
Montana
$1.11M +$44.5K +315 +5%
FFN
505
Focus Financial Network
Minnesota
$1.11M -$135K -959 -12%
CAN
506
Claraphi Advisory Network
United States
$1.1M +$120K +851 +14%
FWM
507
Frontier Wealth Management
Missouri
$1.09M +$13.7K +97 +1%
WAM
508
World Asset Management
Michigan
$1.09M +$19.1K +135 +2%
OCM
509
Orser Capital Management
Texas
$1.09M +$946K +6,700 New
PPP
510
Private Portfolio Partners
New Jersey
$1.07M -$152K -1,075 -14%
CAPTRUST Financial Advisors
511
CAPTRUST Financial Advisors
North Carolina
$1.05M -$21.3K -151 -2%
WCM
512
Washburn Capital Management
Florida
$1.04M -$281K -1,990 -24%
BAMF
513
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$91.2K +646 +11%
HB
514
Homrich & Berg
Georgia
$1.03M +$33.6K +238 +4%
SAM
515
Sompo Asset Management
Japan
$1M -$239K -1,690 -22%
PCS
516
Personal CFO Solutions
New Jersey
$1M -$3.53K -25 -0.5%
LFAS
517
Level Four Advisory Services
Texas
$999K -$307K -2,177 -26%
CF
518
Centaurus Financial
California
$990K -$161K -1,140 -16%
IA
519
IFP Advisors
Florida
$986K -$259K -1,831 -23%
RPSA
520
Richard P. Slaughter Associates
Texas
$979K -$1.67M -11,825 -66%
QSS
521
Quantitative Systematic Strategies
Florida
$979K +$851K +6,025 New
GBBWRPM
522
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$977K +$362K +2,564 +74%
LB
523
Legacy Bridge
Iowa
$972K +$41.2K +292 +5%
NIM
524
Northeast Investment Management
Massachusetts
$960K +$274K +1,940 +49%
AF
525
Aldebaran Financial
$952K +$18.4K +130 +2%