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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
526
KRS Capital Management
Michigan
$532K -$15.3K -237 -3%
HCA
527
Harbor Capital Advisors
Illinois
$530K +$72.5K +1,123 +17%
SCA
528
Snowden Capital Advisors
New York
$529K -$91.9K -1,423 -15%
NFG
529
Nations Financial Group
Iowa
$520K +$9.37K +145 +2%
AWM
530
Avior Wealth Management
Nebraska
$506K +$194 +3 +0%
HFA
531
Harbert Fund Advisors
Alabama
$503K -$161K -2,500 -25%
BCI
532
Brinker Capital Investments
Pennsylvania
$498K +$68.1K +1,054 +17%
OPS
533
Orion Portfolio Solutions
Nebraska
$498K +$68.1K +1,054 +17%
BPC
534
Banque Pictet & Cie
Switzerland
$497K – – –
CCP
535
Clarity Capital Partners
California
$493K -$41.7K -646 -8%
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$493K -$123K -1,907 -21%
KIA
537
Knollwood Investment Advisory
Maryland
$490K – – –
BCM
538
Bayesian Capital Management
New York
$490K -$6.56M -101,508 -93%
BONH
539
Bank of New Hampshire
New Hampshire
$489K -$653K -10,109 -58%
MYLI
540
Meiji Yasuda Life Insurance
Japan
$488K +$100K +1,553 +27%
RLWM
541
RF&L Wealth Management
Massachusetts
$488K – – –
NA
542
NewEdge Advisors
Louisiana
$488K -$389K -6,022 -45%
BFG
543
Bleakley Financial Group
New Jersey
$485K +$47.9K +741 +11%
SC
544
Scotia Capital
Ontario, Canada
$477K -$2.13K -33 -0.5%
RSWM
545
Robertson Stephens Wealth Management
California
$475K +$183K +2,839 +67%
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$471K +$505K +7,815 New
CFM
547
Catalyst Funds Management
Australia
$470K – – –
MAS
548
Meeder Advisory Services
Ohio
$470K -$17.4K -269 -4%
PP
549
Paloma Partners
Connecticut
$469K +$414K +6,407 +1,101%
FFM
550
Forum Financial Management
Illinois
$469K -$1.42K -22 -0.3%