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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LP
601
Lloyd Park
Illinois
$968K +$407K +3,365 +89%
Apollon Wealth Management
602
Apollon Wealth Management
South Carolina
$961K +$144K +1,191 +20%
LWAC
603
Laurel Wealth Advisors (California)
California
$958K -$8.35K -69 -1%
SignatureFD
604
SignatureFD
Georgia
$952K +$466K +3,849 +121%
MGO One Seven
605
MGO One Seven
Ohio
$944K -$107K -886 -11%
Dynamic Advisor Solutions
606
Dynamic Advisor Solutions
Arizona
$940K -$824K -6,804 -50%
Yousif Capital Management
607
Yousif Capital Management
Michigan
$940K +$140K +1,157 +20%
CIA
608
Capital Impact Advisors
Massachusetts
$940K +$839K +6,934 New
JCM
609
Jag Capital Management
Missouri
$926K -$6.14M -50,746 -93%
RCM
610
RB Capital Management
Nevada
$924K +$139K +1,147 +20%
HIA
611
Harbor Investment Advisory
Maryland
$923K -$881K -7,280 -52%
GCM
612
Gables Capital Management
Florida
$914K -$52.7K -435 -6%
IAIM
613
International Assets Investment Management
Florida
$904K -$51.8K -428 -6%
IHT Wealth Management
614
IHT Wealth Management
Illinois
$904K -$16.9K -140 -2%
EPA
615
Element Pointe Advisors
Florida
$896K -$170K -1,402 -18%
RA
616
RiverPark Advisors
New York
$884K -$6.54M -54,029 -89%
FM
617
Family Management
New York
$884K -$2.56M -21,158 -76%
Illinois Municipal Retirement Fund
618
Illinois Municipal Retirement Fund
Illinois
$878K – – –
Cerity Partners
619
Cerity Partners
New York
$873K -$597K -4,929 -43%
Panagora Asset Management
620
Panagora Asset Management
Massachusetts
$863K +$441K +3,646 +134%
CCB
621
Cutter & Co Brokerage
Missouri
$861K -$60.5K -500 -7%
Capital Markets Trading (UK)
622
Capital Markets Trading (UK)
United Kingdom
$860K -$1.49M -12,311 -66%
BCM
623
BTC Capital Management
Iowa
$860K +$458K +3,780 +147%
Foundations Investment Advisors
624
Foundations Investment Advisors
Arizona
$858K +$121K +1,001 +16%
PIM
625
Profit Investment Management
Maryland
$857K +$31.1K +257 +4%