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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
626
Bradley Foster & Sargent
Connecticut
$293K +$12.1K +188 +5%
DWT
627
Dorsey & Whitney Trust
South Dakota
$293K +$24.4K +378 +9%
Lido Advisors
628
Lido Advisors
California
$291K -$30K -465 -10%
SB
629
Simmons Bank
Arkansas
$291K +$13.3K +206 +5%
ORAM
630
One River Asset Management
Connecticut
$289K -$19.4K -300 -6%
CCM
631
Conway Capital Management
California
$287K – – –
LS
632
Livforsakringsbolaget Skandia
Sweden
$285K +$201K +3,107 +272%
SBLIC
633
Security Benefit Life Insurance Company
Kansas
$285K – – –
EFG
634
Everhart Financial Group
Ohio
$284K +$64K +991 +31%
CA
635
Carson Advisory
Georgia
$284K -$13.8K -213 -5%
WPC
636
Wedmont Private Capital
Pennsylvania
$284K +$19.3K +298 +7%
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$283K +$6.98K +108 +3%
BJL
638
Brighton Jones LLC
Washington
$282K -$181K -2,806 -40%
CWM
639
Cornerstone Wealth Management
Missouri
$281K +$270K +4,182 New
BA
640
Bluesphere Advisors
Pennsylvania
$278K – – –
CPA
641
Cardiff Park Advisors
California
$278K – – –
PWG
642
Portside Wealth Group
Utah
$275K +$32K +496 +14%
GT
643
Greenleaf Trust
Michigan
$274K +$3.55K +55 +1%
C
644
Certuity
Florida
$272K -$41.5K -642 -14%
MPW
645
Monterey Private Wealth
California
$272K -$6.46K -100 -2%
CCB
646
Cutter & Co Brokerage
Missouri
$271K -$5.23K -81 -2%
CAM
647
Covenant Asset Management
New Jersey
$270K – – –
CAM
648
Cidel Asset Management
Ontario, Canada
$269K +$48.9K +757 +23%
MA
649
MCF Advisors
Kentucky
$268K – – –
T
650
TOBAM
France
$268K +$33.6K +520 +15%