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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
526
Royal Fund Management
Florida
$2.07M +$446K +1,905 +26%
Vanguard Personalized Indexing Management
527
Vanguard Personalized Indexing Management
California
$2.06M +$338K +1,444 +19%
MIM
528
Moseley Investment Management
Florida
$2.06M +$567K +2,423 +36%
OneDigital Investment Advisors
529
OneDigital Investment Advisors
Kansas
$2.05M +$288K +1,231 +16%
Geneos Wealth Management
530
Geneos Wealth Management
Colorado
$2.03M -$73.5K -314 -4%
MSR
531
Main Street Research
Connecticut
$2.02M +$2.08M +8,897 New
NewEdge Wealth
532
NewEdge Wealth
Pennsylvania
$2.01M +$2.07M +8,836 New
GC
533
GFG Capital
Florida
$2M +$115K +490 +6%
GG
534
Golden Green
South Carolina
$2M -$1.64M -7,029 -44%
Catalyst Capital Advisors
535
Catalyst Capital Advisors
New York
$1.99M -$257K -1,100 -11%
LWM
536
Loveless Wealth Management
Montana
$1.98M -$59.2K -253 -3%
OCM
537
Orser Capital Management
Texas
$1.97M +$11.7K +50 +0.6%
MCC
538
Money Concepts Capital
Florida
$1.94M +$85.1K +364 +4%
KeyBank National Association
539
KeyBank National Association
Ohio
$1.92M +$31.8K +136 +2%
H
540
HoyleCohen
California
$1.92M +$130K +555 +7%
JWCA
541
J.W. Cole Advisors
Florida
$1.91M +$290K +1,241 +17%
Prudential plc
542
Prudential plc
United Kingdom
$1.9M – – –
MGO One Seven
543
MGO One Seven
Ohio
$1.87M +$66.2K +283 +4%
Vestmark Advisory Solutions
544
Vestmark Advisory Solutions
Massachusetts
$1.84M +$1.89M +8,089 New
PWA
545
Phoenix Wealth Advisors
North Carolina
$1.83M +$124K +531 +7%
GAA
546
Green Alpha Advisors
Colorado
$1.83M +$159K +679 +9%
BCM
547
Beck Capital Management
Texas
$1.83M +$1.88M +8,041 New
Jasper Ridge Partners
548
Jasper Ridge Partners
California
$1.8M – – –
Parallel Advisors
549
Parallel Advisors
California
$1.8M -$409K -1,748 -18%
Empowered Funds
550
Empowered Funds
Pennsylvania
$1.79M – – –