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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TG
526
TCW Group
California
$684K -$3.3K -47 -0.5%
RG
527
Rathbones Group
United Kingdom
$673K -$6.4K -91 -1%
GWMR
528
GC Wealth Management RIA
Massachusetts
$668K -$2.54M -36,127 -80%
HIP
529
Harrell Investment Partners
Texas
$666K +$9K +128 +1%
PP
530
Prudential plc
United Kingdom
$662K – – –
SIM
531
Spark Investment Management
New York
$661K – – –
WPC
532
Wedmont Private Capital
Pennsylvania
$658K +$74.4K +1,058 +14%
MCM
533
MAI Capital Management
Ohio
$656K +$243K +3,451 +67%
FFA
534
Farther Finance Advisors
California
$653K +$89.8K +1,277 +17%
CA
535
Carson Advisory
Georgia
$650K +$36.2K +515 +6%
BJL
536
Brighton Jones LLC
Washington
$647K +$196K +2,792 +49%
CL
537
Choreo LLC
Illinois
$640K +$10.1K +144 +2%
APWM
538
Argonautica Private Wealth Management
Massachusetts
$638K – – –
Bank Julius Baer & Co
539
Bank Julius Baer & Co
Switzerland
$632K -$224K -3,180 -28%
TBWA
540
Three Bridge Wealth Advisors
California
$628K +$581K +8,266 New
WANY
541
Wealthspire Advisors (New York)
New York
$625K +$101K +1,439 +21%
ASN
542
Advisory Services Network
Georgia
$619K -$22.8K -325 -4%
LSA
543
Leonteq Securities AG
Switzerland
$617K -$1.71M -24,323 -75%
KeyBank National Association
544
KeyBank National Association
Ohio
$616K +$224K +3,187 +65%
IPW
545
Impact Partnership Wealth
Georgia
$611K +$104K +1,477 +23%
PI
546
PFG Investments
New York
$609K -$38K -540 -6%
FCA
547
FLC Capital Advisors
California
$604K – – –
CA
548
Cache Advisors
California
$595K – – –
1WA
549
180 Wealth Advisors
Washington
$588K -$57.5K -818 -10%
PIM
550
Plato Investment Management
Australia
$588K -$3.73K -53 -0.7%