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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
551
Regal Investment Advisors
Michigan
$255K -$7.92K -124 -3%
SA
552
Strategic Advisors
New York
$252K +$11.4K +178 +5%
CG
553
Colony Group
Massachusetts
$252K +$257K +4,022 New
MPW
554
Monterey Private Wealth
California
$252K +$258K +4,034 New
Rockefeller Capital Management
555
Rockefeller Capital Management
New York
$251K +$148K +2,310 +135%
LCAM
556
London & Capital Asset Management
United Kingdom
$250K – – –
JRP
557
Jasper Ridge Partners
California
$248K – – –
AG
558
AlphaSimPlex Group
Massachusetts
$248K +$254K +3,968 New
WMA
559
Wealth Management Associates
New Jersey
$244K – – –
KCM
560
Karp Capital Management
California
$244K -$6.39K -100 -2%
SO
561
STRS Ohio
Ohio
$239K – – –
ER
562
Enlightenment Research
Florida
$238K +$243K +3,800 New
OPS
563
Orion Portfolio Solutions
Nebraska
$238K +$243K +3,802 New
QI
564
QS Investors
New York
$237K – – –
IWC
565
Integrated Wealth Concepts
Massachusetts
$234K -$9.52K -149 -4%
DADC
566
D.A. Davidson & Co
Montana
$234K -$7.16K -112 -3%
RE
567
RBC Europe
United Kingdom
$234K +$144K +2,253 +152%
ISWM
568
Independent Solutions Wealth Management
New York
$232K +$237K +3,704 New
HKAM
569
Horizon Kinetics Asset Management
New York
$230K -$17.6K -276 -7%
MC
570
Machina Capital
France
$229K +$234K +3,656 New
MOACM
571
Mutual of America Capital Management
New York
$227K -$35.3K -552 -13%
BSW
572
Buckingham Strategic Wealth
Missouri
$225K +$229K +3,590 New
GWM
573
Geneos Wealth Management
Colorado
$222K -$15.9K -249 -7%
CWM
574
Cornerstone Wealth Management
Missouri
$221K -$24.7K -387 -10%
PAS
575
Partnervest Advisory Services
California
$219K -$119K -1,862 -35%