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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
626
Conway Capital Management
California
$278K – – –
MA
627
Mutual Advisors
Nebraska
$275K -$41.9K -607 -13%
CIS
628
Custom Index Systems
New York
$274K -$169K -2,443 -37%
AU
629
AlphaGrep UK
$272K +$288K +4,178 New
AWAU
630
Alliance Wealth Advisors (Utah)
Utah
$268K -$73K -1,058 -20%
EW
631
Evoke Wealth
California
$267K -$143K -2,080 -34%
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$266K +$1.93K +28 +0.7%
T
633
TOBAM
France
$266K -$635K -9,203 -69%
MA
634
MCF Advisors
Kentucky
$264K +$276 +4 +0.1%
LS
635
Livforsakringsbolaget Skandia
Sweden
$264K – – –
SFS
636
Sowell Financial Services
Arkansas
$263K -$55.1K -799 -16%
PGWM
637
Pitti Group Wealth Management
New York
$263K +$1.66K +24 +0.6%
CIAS
638
Capital Investment Advisory Services
North Carolina
$260K -$4.83K -70 -2%
CCM
639
Chaney Capital Management
Washington
$258K – – –
CPA
640
Cardiff Park Advisors
California
$258K – – –
KWA
641
Kingswood Wealth Advisors
California
$253K -$8.62K -125 -3%
AssetMark Inc
642
AssetMark Inc
California
$253K +$64.7K +938 +32%
HAG
643
HighPoint Advisor Group
Illinois
$249K -$8.83K -128 -3%
FSA
644
Financial Sense Advisors
California
$247K – – –
SAM
645
Secure Asset Management
Michigan
$247K -$3.45K -50 -1%
SAM
646
Smartleaf Asset Management
Massachusetts
$247K +$82.9K +1,202 +47%
LFA
647
Legacy Financial Advisors
Kentucky
$246K -$11.2K -163 -4%
Verition Fund Management
648
Verition Fund Management
Connecticut
$246K -$806K -11,688 -76%
DWT
649
Dorsey & Whitney Trust
South Dakota
$245K -$29.4K -426 -10%
PCG
650
Prosperity Consulting Group
Maryland
$245K +$7.79K +113 +3%