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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
551
Callan Family Office
Pennsylvania
$394K +$338K +5,802 New
CIAS
552
Capital Investment Advisory Services
North Carolina
$394K -$465 -8 -0.1%
HIIFS
553
Harel Insurance Investments & Financial Services
Israel
$393K +$212K +3,644 +171%
PIM
554
Plato Investment Management
Australia
$392K -$667K -11,461 -66%
JG
555
Jain Global
New York
$386K -$105K -1,805 -24%
JF
556
Jump Financial
Illinois
$385K +$330K +5,669 New
AWS
557
Atria Wealth Solutions
New York
$384K -$559K -9,607 -63%
RIA
558
Realta Investment Advisors
Delaware
$381K -$49K -842 -13%
AWA
559
Aaron Wealth Advisors
Illinois
$381K +$22.6K +389 +7%
EDRH
560
Edmond de Rothschild Holding
Switzerland
$380K -$34.9K -600 -10%
PCA
561
Private Capital Advisors
Connecticut
$380K -$11.1K -190 -3%
OIA
562
OneDigital Investment Advisors
Kansas
$380K +$1.16K +20 +0.4%
PWG
563
Portside Wealth Group
Utah
$379K +$26.4K +453 +9%
PIA
564
Powell Investment Advisors
Florida
$378K +$324K +5,563 New
KMWM
565
Keudell/Morrison Wealth Management
Oregon
$378K -$16K -275 -5%
BCI
566
Brinker Capital Investments
Pennsylvania
$376K -$54.2K -931 -14%
ACA
567
Atlas Capital Advisors
Wyoming
$373K – – –
CL
568
Choreo LLC
Illinois
$372K -$109K -1,878 -26%
KCM
569
KRS Capital Management
Michigan
$370K -$246K -4,234 -44%
ASN
570
Advisory Services Network
Georgia
$370K -$448K -7,700 -62%
DIM
571
DC Investments Management
Virginia
$369K – – –
CI
572
Cigna Investments
Connecticut
$369K -$12K -206 -4%
RC
573
Rahlfs Capital
Texas
$367K +$17.5K +300 +6%
CIM
574
CIM Investment Management
Pennsylvania
$364K -$1.28K -22 -0.4%
TSWM
575
Tyler-Stone Wealth Management
Ohio
$363K – – –
21 22
23
24 25