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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SGA
601
Seaport Global Advisors
Massachusetts
$319K +$205K +3,276 +216%
CGH
602
Crossmark Global Holdings
Texas
$316K +$31.7K +507 +14%
V
603
Veritable
Delaware
$315K -$41.9K -670 -12%
JF
604
Jump Financial
Illinois
$315K +$296K +4,731 New
AC
605
Avestar Capital
New York
$314K -$79K -1,264 -21%
PIA
606
Perennial Investment Advisors
California
$313K -$10.6K -170 -3%
LCM
607
Lattice Capital Management
Washington
$313K – – –
UCFA
608
United Capital Financial Advisors
Texas
$311K -$89K -1,424 -23%
BP
609
Ballentine Partners
Massachusetts
$310K -$32.6K -522 -10%
MWA
610
Moser Wealth Advisors
Washington
$310K +$291K +4,653 New
KWM
611
Kingsview Wealth Management
Oregon
$306K -$229K -3,662 -44%
RCM
612
RB Capital Management
Nevada
$305K -$73.4K -1,175 -20%
OIA
613
OneDigital Investment Advisors
Kansas
$302K -$211K -3,385 -43%
CIBC Private Wealth Group
614
CIBC Private Wealth Group
Georgia
$301K +$282K +4,517 New
IGWM
615
ICA Group Wealth Management
Colorado
$295K -$287K -4,588 -51%
RA
616
RFG Advisory
Alabama
$294K +$1.19K +19 +0.4%
RBFC
617
Roman Butler Fullerton & Co
Missouri
$294K – – –
GCP
618
GSA Capital Partners
United Kingdom
$289K -$273K -4,368 -50%
BFS
619
Bradley Foster & Sargent
Connecticut
$288K -$12.5K -200 -4%
EWA
620
EP Wealth Advisors
California
$288K +$647K +10,357 +59%
HLA
621
Hamilton Lane Advisors
Pennsylvania
$287K – – –
OAM
622
Ostrum Asset Management
France
$286K +$1.13K +18 +0.4%
JIP
623
Jaffetilchin Investment Partners
Florida
$285K -$30K -480 -10%
Lido Advisors
624
Lido Advisors
California
$284K -$239K -3,830 -47%
Allspring Global Investments
625
Allspring Global Investments
North Carolina
$284K +$256K +4,098 +2,499%