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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Sagespring Wealth Partners
Tennessee
$519K -$36.4K -528 -6%
FCH
502
Freestone Capital Holdings
Washington
$518K +$256K +3,717 +88%
FCA
503
FLC Capital Advisors
California
$517K +$548K +7,949 New
SPC
504
Sigma Planning Corp
Michigan
$516K -$666K -9,656 -55%
JRP
505
Jasper Ridge Partners
California
$516K – – –
NFG
506
Nations Financial Group
Iowa
$515K -$413K -5,990 -43%
CA
507
Carson Advisory
Georgia
$510K +$107K +1,550 +25%
CA
508
Cache Advisors
California
$510K -$1.08M -15,705 -67%
CG
509
Caprock Group
Idaho
$508K -$3.64M -52,773 -87%
ASN
510
Advisory Services Network
Georgia
$506K +$243K +3,529 +83%
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$504K -$17.2M -249,076 -97%
HCPC
512
Hamilton Capital Partners (Canada)
$502K -$116K -1,683 -18%
PWM
513
Perigon Wealth Management
California
$501K +$13.9K +202 +3%
AWM
514
Avior Wealth Management
Nebraska
$498K +$17K +246 +3%
PWG
515
Portside Wealth Group
Utah
$490K +$72.5K +1,051 +16%
GWM
516
Geneos Wealth Management
Colorado
$488K +$7.93K +115 +2%
VT
517
Vise Technologies
New York
$484K -$11.4K -165 -2%
BPC
518
Banque Pictet & Cie
Switzerland
$482K – – –
A
519
AlphaQuest
New York
$479K +$98.9K +1,434 +24%
OM
520
OV Management
Minnesota
$478K -$7.86K -114 -2%
PA
521
Parallel Advisors
California
$478K +$141K +2,051 +39%
EWM
522
Empirical Wealth Management
Washington
$476K +$9.04K +131 +2%
KIA
523
Knollwood Investment Advisory
Maryland
$476K – – –
DA
524
Doliver Advisors
Texas
$475K +$104K +1,503 +26%
FFA
525
Farther Finance Advisors
California
$464K -$21.4K -310 -4%