XYZ icon

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
526
OneDigital Investment Advisors
Kansas
$544K +$254K +3,396 +75%
KCFA
527
Key Client Fiduciary Advisors
New Jersey
$543K -$5.99K -80 -1%
AWM
528
Apollon Wealth Management
South Carolina
$542K +$76.2K +1,018 +15%
SPA
529
Sherbrooke Park Advisers
New York
$535K -$172K -2,300 -23%
FAIM
530
Financial Advocates Investment Management
Washington
$524K -$44.2K -590 -7%
IWM
531
IHT Wealth Management
Illinois
$514K +$38.5K +515 +7%
IAA
532
Independent Advisor Alliance
North Carolina
$513K +$560K +7,478 New
LTAS
533
Linden Thomas Advisory Services
North Carolina
$506K +$29.6K +395 +6%
WSFS
534
Wilmington Savings Fund Society
Delaware
$505K +$898 +12 +0.2%
EI
535
Ellevest Inc
New York
$500K +$70.2K +938 +15%
RLWM
536
RF&L Wealth Management
Massachusetts
$499K – – –
NA
537
NewEdge Advisors
Louisiana
$492K +$62.2K +831 +13%
PP
538
Paloma Partners
Connecticut
$491K -$3.66M -48,930 -87%
MYAM
539
Meiji Yasuda Asset Management
Japan
$488K +$12K +160 +2%
SFA
540
Sequoia Financial Advisors
Ohio
$479K +$52.9K +707 +11%
OWA
541
Octavia Wealth Advisors
Ohio
$475K +$16.5K +221 +3%
DS
542
DRW Securities
Illinois
$468K -$175K -2,342 -26%
TCM
543
Tran Capital Management
California
$465K – – –
AWS
544
AJ Wealth Strategies
New York
$465K -$150K -2,000 -23%
MA
545
Mutual Advisors
Nebraska
$460K -$22.8K -305 -4%
AWE
546
Avidian Wealth Enterprises
Texas
$458K +$500K +6,675 New
KeyBank National Association
547
KeyBank National Association
Ohio
$458K +$50.7K +677 +11%
NFC
548
Northeast Financial Consultants
Connecticut
$456K – – –
SS
549
Sunbelt Securities
Texas
$454K – – –
FMAEN1
550
Fund Management at Engine No 1
California
$447K +$44.8K +598 +10%