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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
626
Brown Advisory
Maryland
$245K -$149K -2,451 -38%
CAMG
627
CWA Asset Management Group
Florida
$245K +$247K +4,068 New
IWN
628
Independent Wealth Network
Iowa
$245K +$26.7K +439 +12%
PGWM
629
Pitti Group Wealth Management
New York
$245K +$1.52K +25 +0.6%
MS
630
Millington Securities
New Jersey
$244K +$247K +4,060 New
WI
631
WBI Investments
New Jersey
$244K +$247K +4,060 New
MA
632
MCF Advisors
Kentucky
$244K – – –
LS
633
Livforsakringsbolaget Skandia
Sweden
$244K – – –
DADC
634
D.A. Davidson & Co
Montana
$242K -$773K -12,713 -76%
CIAS
635
Capital Investment Advisory Services
North Carolina
$241K +$1.46K +24 +0.6%
PFM
636
Patton Fund Management
Texas
$241K +$20.4K +336 +9%
IAA
637
Independent Advisor Alliance
North Carolina
$241K -$304K -4,995 -56%
CCM
638
Chaney Capital Management
Washington
$239K – – –
CPA
639
Cardiff Park Advisors
California
$239K – – –
EPW
640
Evolve Private Wealth
California
$238K +$240K +3,954 New
MIF
641
Mediolanum International Funds
Ireland
$238K +$254K +4,170 New
CPA
642
Capital Performance Advisors
California
$237K -$66.6K -1,096 -22%
GBT
643
Grove Bank & Trust
Florida
$236K +$56.4K +928 +31%
PPWP
644
Premier Path Wealth Partners
New Jersey
$235K -$87.3K -1,435 -27%
LWM
645
LeConte Wealth Management
Tennessee
$235K +$25.2K +415 +12%
JF
646
Jump Financial
Illinois
$233K -$44.9K -739 -16%
WIA
647
World Investment Advisors
California
$230K +$17.5K +287 +8%
MF
648
Magnetar Financial
Illinois
$229K +$244K +4,007 New
LFA
649
Legacy Financial Advisors
Kentucky
$228K +$486 +8 +0.2%
SFS
650
Sowell Financial Services
Arkansas
$227K -$16.4K -270 -7%