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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
$284K -$267K -3,773 -42%
UCMOK
627
United Capital Management of KS
Kansas
$283K -$765K -10,803 -68%
CCA
628
Column Capital Advisors
Indiana
$281K +$18.6K +262 +5%
TI
629
Truepoint Inc
Ohio
$280K – – –
FMAEN1
630
Fund Management at Engine No 1
California
$280K +$920 +13 +0.3%
ACM
631
AlphaStar Capital Management
North Carolina
$279K -$7.15K -101 -2%
ICP
632
Interchange Capital Partners
Pennsylvania
$277K -$35.5K -501 -9%
AAIM
633
American Assets Investment Management
California
$275K – – –
AWM
634
Avior Wealth Management
Nebraska
$274K +$2.83K +40 +0.8%
AO
635
Advisor OS
Illinois
$273K -$28.3K -399 -7%
SMH
636
Sanders Morris Harris
Texas
$272K +$20.3K +287 +6%
GKWIM
637
Gerber Kawasaki Wealth & Investment Management
California
$271K -$946K -13,356 -73%
Capstone Investment Advisors
638
Capstone Investment Advisors
New York
$271K -$340K -4,800 -49%
PA
639
Procyon Advisors
Connecticut
$268K -$34.4K -486 -9%
YCM
640
Yousif Capital Management
Michigan
$266K -$41.5K -586 -11%
S
641
Seeyond
France
$266K +$78.9K +1,115 +30%
PCM
642
Prelude Capital Management
New York
$265K -$668K -9,433 -66%
KMWM
643
Keudell/Morrison Wealth Management
Oregon
$264K +$340K +4,798 New
ACS
644
Archford Capital Strategies
Illinois
$261K +$336K +4,745 New
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$259K +$24.9K +352 +8%
A
646
Apoletto
British Virgin Islands
$258K – – –
LCM
647
Lattice Capital Management
Washington
$258K – – –
CCM
648
Conway Capital Management
California
$255K – – –
CB
649
CNB Bank
Pennsylvania
$255K -$31.3K -442 -9%
BFS
650
Bradley Foster & Sargent
Connecticut
$253K – – –