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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
X
501
Xponance
Pennsylvania
$563K +$29.7K +419 +4%
NYLIM
502
New York Life Investment Management
New York
$563K +$51K +720 +8%
GC
503
Gould Capital
Washington
$556K -$71 -1 -0%
MFA
504
Morling Financial Advisors
California
$555K – – –
TMAM
505
Tokio Marine Asset Management
Japan
$553K +$84K +1,186 +13%
BCV
506
Banque Cantonale Vaudoise
Switzerland
$551K -$153K -2,162 -18%
DM
507
Diker Management
New York
$550K – – –
QT
508
Quantamental Technologies
New York
$549K +$707K +9,992 New
RJT
509
Raymond James Trust
Florida
$548K -$16K -226 -2%
BAM
510
Blueshift Asset Management
New Jersey
$540K +$36.7K +518 +6%
BAMF
511
BI Asset Management Fondsmaeglerselskab
Denmark
$539K -$580K -8,188 -46%
SW
512
SVB Wealth
Massachusetts
$538K +$692K +9,771 New
FFN
513
Focus Financial Network
Minnesota
$538K -$142K -2,004 -17%
SFG
514
Synergy Financial Group
California
$536K -$9.13K -129 -1%
BPC
515
Banque Pictet & Cie
Switzerland
$532K – – –
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$531K +$3.04K +43 +0.4%
PA
517
Parallel Advisors
California
$530K +$97.8K +1,381 +17%
TCM
518
Tran Capital Management
California
$525K -$21.7M -305,807 -97%
PFS
519
Prospera Financial Services
Texas
$522K +$136K +1,920 +25%
APP
520
Avantax Planning Partners
Iowa
$518K +$67K +946 +11%
KCFA
521
Key Client Fiduciary Advisors
New Jersey
$516K +$13.3K +188 +2%
S
522
SignatureFD
Georgia
$509K +$235K +3,320 +56%
IGWM
523
ICA Group Wealth Management
Colorado
$507K +$61.1K +863 +10%
SIA
524
SeaBridge Investment Advisors
New Jersey
$506K -$5.95K -84 -0.9%
HWAM
525
Hennion & Walsh Asset Management
New Jersey
$504K -$480K -6,777 -43%