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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
626
Salem Investment Counselors
North Carolina
$305K -$31.5K -450 -9%
C
627
Certuity
Florida
$303K -$5.04M -72,038 -94%
Lazard Asset Management
628
Lazard Asset Management
New York
$300K -$99.3K -1,420 -23%
ORAM
629
One River Asset Management
Connecticut
$298K +$323K +4,620 New
AC
630
Addison Capital
Pennsylvania
$296K -$11.8K -168 -4%
BTWM
631
Baker Tilly Wealth Management
Wisconsin
$295K -$121K -1,735 -27%
LIA
632
LBMC Investment Advisors
Tennessee
$293K – – –
NIP
633
Nicholas Investment Partners
California
$290K -$493K -7,050 -61%
Jones Financial Companies
634
Jones Financial Companies
Missouri
$290K +$220K +3,141 +231%
BAM
635
Blueshift Asset Management
New Jersey
$288K -$176K -2,511 -36%
BFG
636
Berger Financial Group
Minnesota
$288K -$125K -1,792 -29%
BFWM
637
Bright Futures Wealth Management
New York
$287K -$11.3K -162 -3%
CA
638
Carson Advisory
Georgia
$286K -$35K -500 -10%
GRP
639
Global Retirement Partners
California
$286K +$79.1K +1,130 +34%
MA
640
Mutual Advisors
Nebraska
$278K -$143K -2,039 -31%
WPC
641
Wedmont Private Capital
Pennsylvania
$276K +$9.02K +129 +3%
CCM
642
Conway Capital Management
California
$275K – – –
SBLIC
643
Security Benefit Life Insurance Company
Kansas
$274K – – –
RSWM
644
Robertson Stephens Wealth Management
California
$273K +$14.6K +208 +5%
YDMI
645
Y.D. More Investments
Israel
$273K +$4.13K +59 +1%
BFS
646
Bradley Foster & Sargent
Connecticut
$269K – – –
SCM
647
SOL Capital Management
Maryland
$269K -$122K -1,750 -30%
ATS
648
Ashton Thomas Securities
New York
$269K +$291K +4,163 New
MPW
649
Monterey Private Wealth
California
$268K +$7.34K +105 +3%
BA
650
Bluesphere Advisors
Pennsylvania
$267K – – –