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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
526
Royal Fund Management
Florida
$949K +$824K +5,839 New
SMH
527
Sanders Morris Harris
Texas
$947K +$424K +3,000 +150%
GWMIA
528
Global Wealth Management Investment Advisory
Florida
$944K -$125K -883 -13%
DTL
529
Dynamic Technology Lab
Singapore
$936K +$813K +5,756 New
NFG
530
Next Financial Group
Texas
$931K +$124K +881 +18%
Brookstone Capital Management
531
Brookstone Capital Management
Illinois
$930K +$526K +3,722 +186%
CAM
532
Covenant Asset Management
New Jersey
$922K +$6.5K +46 +0.8%
PJB
533
Paul John Balson
California
$920K – – –
BCA
534
Bray Capital Advisors
Florida
$918K – – –
IAIM
535
International Assets Investment Management
Florida
$916K -$407K -2,885 -34%
Central Trust Company
536
Central Trust Company
Missouri
$905K -$34.5K -244 -4%
Geneos Wealth Management
537
Geneos Wealth Management
Colorado
$902K +$92.9K +658 +13%
Raymond James Trust
538
Raymond James Trust
Florida
$902K +$105K +747 +16%
GAMCO Investors
539
GAMCO Investors
Connecticut
$894K +$777K +5,500 New
NL
540
NVWM LLC
Pennsylvania
$890K -$4.38K -31 -0.6%
SAM
541
Shell Asset Management
Netherlands
$888K – – –
Diversified Trust
542
Diversified Trust
Tennessee
$885K +$332K +2,354 +76%
Stephens Inc
543
Stephens Inc
Arkansas
$876K -$413K -2,928 -35%
SWM
544
SeaCrest Wealth Management
New York
$872K +$67.5K +478 +10%
Gotham Asset Management
545
Gotham Asset Management
New York
$867K -$5.73M -40,549 -88%
AIC
546
Ameritas Investment Company
Nebraska
$865K – – –
CWM
547
Cordatus Wealth Management
Pennsylvania
$862K -$566K -4,006 -43%
WorldQuant Millennium Advisors
548
WorldQuant Millennium Advisors
New York
$857K -$26M -184,154 -97%
BCM
549
Bienville Capital Management
New York
$840K -$7.38M -52,269 -91%
Park Avenue Securities
550
Park Avenue Securities
New York
$834K +$284K +2,008 +64%