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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
601
Fairfield, Bush & Co
Connecticut
$418K -$34.2K -605 -10%
WA
602
WP Advisors
California
$416K +$11.3K +200 +4%
MWA
603
Moser Wealth Advisors
Washington
$415K +$6.33K +112 +2%
Capula Management
604
Capula Management
Cayman Islands
$414K +$303K +5,355 New
KOC
605
Koss-Olinger Consulting
Florida
$414K +$303K +5,358 New
CCA
606
Cravens & Co Advisors
Tennessee
$409K -$848 -15 -0.3%
KMWM
607
Keudell/Morrison Wealth Management
Oregon
$409K -$5.54K -98 -2%
CCB
608
Cutter & Co Brokerage
Missouri
$407K -$26.3K -466 -8%
Kingswood Wealth Advisors
609
Kingswood Wealth Advisors
California
$405K +$296K +5,231 New
TWP
610
Tempus Wealth Planning
California
$403K +$295K +5,212 New
PHK
611
Point72 Hong Kong
Hong Kong
$403K +$295K +5,210 New
OA
612
Oracle Alpha
Ontario, Canada
$401K +$293K +5,187 New
Caption Management
613
Caption Management
Oklahoma
$400K -$330K -5,829 -53%
OneDigital Investment Advisors
614
OneDigital Investment Advisors
Kansas
$398K +$30.8K +544 +12%
Freestone Capital Holdings
615
Freestone Capital Holdings
Washington
$397K +$5.09K +90 +2%
Ballentine Partners
616
Ballentine Partners
Massachusetts
$396K +$290K +5,124 New
WesBanco Bank
617
WesBanco Bank
West Virginia
$394K +$452 +8 +0.2%
EPA
618
Element Pointe Advisors
Florida
$394K +$226 +4 +0.1%
AAIM
619
American Assets Investment Management
California
$387K – – –
Balentine LLC
620
Balentine LLC
Georgia
$386K +$282K +4,991 New
AC
621
Addison Capital
Pennsylvania
$382K – – –
CA
622
Carson Advisory
Georgia
$382K -$36.5K -645 -12%
Western Wealth Management
623
Western Wealth Management
Colorado
$382K -$1.53K -27 -0.5%
EI
624
Ellevest Inc
New York
$381K +$279K +4,931 New
GFA
625
Gallagher Fiduciary Advisors
Illinois
$381K +$278K +4,925 New