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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
501
Banque Cantonale Vaudoise
Switzerland
$627K +$649K +8,670 New
Lazard Asset Management
502
Lazard Asset Management
New York
$623K -$30K -401 -4%
DS
503
DRW Securities
Illinois
$621K +$643K +8,584 New
SAM
504
Sompo Asset Management
Japan
$619K -$381K -5,090 -37%
CT
505
Chicago Trust
Illinois
$619K +$157K +2,091 +32%
SWP
506
Sagespring Wealth Partners
Tennessee
$614K +$125K +1,672 +24%
NICM
507
Neo Ivy Capital Management
New York
$603K +$149K +1,995 +31%
SWA
508
Stratos Wealth Advisors
Ohio
$600K -$1.12K -15 -0.2%
AWM
509
Apollon Wealth Management
South Carolina
$595K -$106K -1,416 -15%
1WA
510
180 Wealth Advisors
Washington
$593K +$27K +361 +5%
WC
511
Westerkirk Capital
$578K +$599K +8,000 New
TE
512
Tema ETFs
New York
$575K +$596K +7,956 New
JRP
513
Jasper Ridge Partners
California
$573K – – –
BFM
514
Boothbay Fund Management
New York
$572K -$1.86M -24,786 -76%
KCFA
515
Key Client Fiduciary Advisors
New Jersey
$568K -$15K -200 -2%
FSBI
516
Fearless Solutions (Best Invest)
Texas
$559K +$182K +2,435 +46%
AWA
517
Aaron Wealth Advisors
Illinois
$555K +$155K +2,072 +37%
VT
518
Vise Technologies
New York
$550K +$33.7K +450 +6%
PWM
519
Perigon Wealth Management
California
$542K -$118K -1,570 -17%
PA
520
Profund Advisors
Maryland
$540K +$559K +7,472 New
OM
521
OV Management
Minnesota
$539K +$5.46K +73 +1%
FFA
522
Farther Finance Advisors
California
$538K -$63K -842 -10%
JPWM
523
Jamison Private Wealth Management
Georgia
$537K -$23.4K -312 -4%
AWM
524
Avior Wealth Management
Nebraska
$535K +$29K +387 +6%
BPC
525
Banque Pictet & Cie
Switzerland
$535K – – –