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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
501
Regal Investment Advisors
Michigan
$612K -$92.2K -1,232 -12%
PFS
502
Prospera Financial Services
Texas
$610K +$40.2K +537 +6%
SAM
503
Shell Asset Management
Netherlands
$610K -$20.7K -277 -3%
KLC
504
Knowledge Leaders Capital
Colorado
$607K -$19.9K -266 -3%
FFN
505
Focus Financial Network
Minnesota
$606K -$93.7K -1,252 -12%
AWM
506
Axxcess Wealth Management
California
$604K +$90K +1,203 +16%
LNC
507
Lincoln National Corp
Pennsylvania
$602K +$7.33K +98 +1%
CC
508
Centiva Capital
New York
$601K -$949K -12,676 -59%
IAS
509
Insigneo Advisory Services
Florida
$598K +$50.5K +674 +8%
GCP
510
GSA Capital Partners
United Kingdom
$598K +$652K +8,714 New
SIM
511
Spark Investment Management
New York
$597K -$2.74M -36,600 -81%
CBT
512
Central Bank & Trust
Kentucky
$587K -$3.22K -43 -0.5%
EWA
513
EP Wealth Advisors
California
$585K +$1.01M +13,557 +335%
EF
514
Empowered Funds
Pennsylvania
$567K +$619K +8,265 New
KWM
515
Kingsview Wealth Management
Oregon
$567K +$111K +1,481 +22%
PWM
516
Perigon Wealth Management
California
$566K -$642K -8,582 -51%
MAS
517
Meeder Advisory Services
Ohio
$566K +$295K +3,943 +92%
KA
518
Kovack Advisors
Florida
$565K +$55.8K +746 +10%
SFI
519
Siemens Fonds Invest
Germany
$559K -$10.6K -141 -2%
H
520
HoyleCohen
California
$559K -$22.5K -300 -4%
Lido Advisors
521
Lido Advisors
California
$556K +$606K +8,100 New
AO
522
Advisor OS
Illinois
$554K +$63.5K +849 +12%
CAM
523
Covenant Asset Management
New Jersey
$552K +$196K +2,614 +48%
SIA
524
SeaBridge Investment Advisors
New Jersey
$544K -$46.3K -619 -7%
JRP
525
Jasper Ridge Partners
California
$544K – – –