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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Evergreen Capital Management
551
Evergreen Capital Management
Washington
$399K +$142K +2,054 +50%
Wedbush Securities
552
Wedbush Securities
California
$399K -$177K -2,562 -29%
Robertson Stephens Wealth Management
553
Robertson Stephens Wealth Management
California
$396K +$119K +1,725 +40%
SignatureFD
554
SignatureFD
Georgia
$396K -$12.7K -184 -3%
CFG
555
Carter Financial Group
Illinois
$396K -$13.5K -195 -3%
Stratos Wealth Partners
556
Stratos Wealth Partners
Ohio
$392K -$65.9K -955 -14%
BFM
557
Brooklands Fund Management
United Kingdom
$389K +$444K +6,438 New
Atlantic Union Bankshares
558
Atlantic Union Bankshares
Virginia
$386K +$2.62K +38 +0.6%
Fifth Third Bancorp
559
Fifth Third Bancorp
Ohio
$384K +$56.1K +814 +16%
Global Retirement Partners
560
Global Retirement Partners
California
$373K +$96.6K +1,401 +32%
ASC
561
Ares Systematic Credit
$373K +$395K +5,726 New
South Dakota Investment Council
562
South Dakota Investment Council
South Dakota
$371K -$41.4K -600 -10%
KCFA
563
Key Client Fiduciary Advisors
New Jersey
$371K -$149K -2,157 -27%
Profund Advisors
564
Profund Advisors
Maryland
$371K -$122K -1,774 -24%
AE Wealth Management
565
AE Wealth Management
Kansas
$367K +$141K +2,042 +57%
Choreo LLC
566
Choreo LLC
Illinois
$365K -$828 -12 -0.2%
Brinker Capital Investments
567
Brinker Capital Investments
Pennsylvania
$363K +$32.4K +469 +9%
PIA
568
Powell Investment Advisors
Florida
$360K -$2.48K -36 -0.6%
ACA
569
Atlas Capital Advisors
Wyoming
$357K +$378K +5,487 New
PWP
570
Prasad Wealth Partners
Ohio
$356K -$20.3K -294 -5%
Wealthspire Advisors (New York)
571
Wealthspire Advisors (New York)
New York
$354K +$60.8K +881 +19%
KMWM
572
Keudell/Morrison Wealth Management
Oregon
$351K +$372K +5,395 New
HUB Investment Partners
573
HUB Investment Partners
Texas
$350K +$151K +2,195 +69%
PPWP
574
Premier Path Wealth Partners
New Jersey
$348K -$77.9K -1,129 -17%
VIPI
575
Vista Investment Partners II
Indiana
$348K +$759 +11 +0.2%