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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
551
Monterey Private Wealth
California
$211K – – –
LCAM
552
London & Capital Asset Management
United Kingdom
$210K – – –
SCM
553
Schnieders Capital Management
California
$209K -$75.2K -1,100 -22%
First Trust Advisors
554
First Trust Advisors
Illinois
$208K -$237K -3,459 -47%
WMA
555
Wealth Management Associates
New Jersey
$205K – – –
BSW
556
Buckingham Strategic Wealth
Missouri
$204K +$20.3K +297 +8%
PAS
557
Partnervest Advisory Services
California
$204K +$26.5K +388 +11%
SO
558
STRS Ohio
Ohio
$200K – – –
CWM
559
Cornerstone Wealth Management
Missouri
$200K +$20.4K +299 +8%
OPS
560
Orion Portfolio Solutions
Nebraska
$197K -$2.94K -43 -1%
PAM
561
Panagora Asset Management
Massachusetts
$195K +$31.1K +455 +14%
NFG
562
Next Financial Group
Texas
$190K -$32.4K -473 -12%
GWM
563
Geneos Wealth Management
Colorado
$189K +$4.38K +64 +2%
LS
564
Livforsakringsbolaget Skandia
Sweden
$189K +$88.9K +1,300 +57%
FMLI
565
Fukoku Mutual Life Insurance
Japan
$178K – – –
VCP
566
Verus Capital Partners
Arizona
$178K +$83.3K +1,218 +56%
CAN
567
Claraphi Advisory Network
United States
$173K +$225K +3,297 New
RE
568
RBC Europe
United Kingdom
$170K -$34.2K -500 -13%
SFS
569
Sowell Financial Services
Arkansas
$169K -$163K -2,380 -42%
AIC
570
Ameritas Investment Company
Nebraska
$168K +$49.3K +721 +28%
KTC
571
Kistler-Tiffany Companies
Pennsylvania
$164K – – –
CA
572
Clearstead Advisors
Ohio
$159K +$208K +3,036 New
PCM
573
Penserra Capital Management
California
$157K -$153K -2,236 -51%
ICM
574
Ionic Capital Management
New York
$157K +$205K +3,000 New
FWM
575
Focused Wealth Management
New York
$149K – – –