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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Geneos Wealth Management
Colorado
$533K -$16.9K -226 -3%
HFM
527
Harvest Fund Management
China
$530K – – –
KIA
528
Knollwood Investment Advisory
Maryland
$528K – – –
JFG
529
Jefferies Financial Group
New York
$525K -$1.82M -24,249 -77%
CAM
530
Creekmur Asset Management
Illinois
$521K -$269K -3,590 -33%
EWM
531
Empirical Wealth Management
Washington
$519K -$220K -2,942 -29%
AFAS
532
Acorn Financial Advisory Services
Virginia
$509K -$30.5K -407 -5%
Brown Advisory
533
Brown Advisory
Maryland
$506K -$44.2K -591 -8%
SWP
534
Stratos Wealth Partners
Ohio
$504K -$158K -2,113 -23%
PCIA
535
Prime Capital Investment Advisors
Kansas
$502K +$11.2K +149 +2%
BP
536
Ballentine Partners
Massachusetts
$501K +$28.5K +381 +6%
EDRH
537
Edmond de Rothschild Holding
Switzerland
$491K +$89.8K +1,200 +21%
SCA
538
Snowden Capital Advisors
New York
$490K -$62.7K -838 -11%
FFN
539
Focus Financial Network
Minnesota
$488K -$86.1K -1,150 -15%
NP
540
Nilsine Partners
Colorado
$481K -$973 -13 -0.2%
CIS
541
Custom Index Systems
New York
$480K +$126K +1,685 +34%
PWG
542
Portside Wealth Group
Utah
$468K +$67.8K +906 +16%
PPWP
543
Premier Path Wealth Partners
New Jersey
$468K +$144K +1,928 +42%
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$465K -$641K -8,569 -57%
SDIC
545
South Dakota Investment Council
South Dakota
$455K +$472K +6,300 New
CFO
546
Callan Family Office
Pennsylvania
$455K +$36.8K +491 +8%
MA
547
MBA Advisors
Pennsylvania
$455K +$83.2K +1,111 +21%
CA
548
Carson Advisory
Georgia
$454K +$79.3K +1,060 +20%
CFG
549
Carter Financial Group
Illinois
$453K -$40.6K -543 -8%
S
550
SignatureFD
Georgia
$453K +$28.6K +382 +6%