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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
651
Dudley Capital Management
Virginia
$463K +$447K +5,453 New
CIM
652
CIM Investment Management
Pennsylvania
$460K -$1.72K -21 -0.4%
TSWM
653
Tyler-Stone Wealth Management
Ohio
$458K – – –
GFA
654
Gallagher Fiduciary Advisors
Illinois
$458K +$9.93K +121 +2%
IHT Wealth Management
655
IHT Wealth Management
Illinois
$452K -$40.3K -491 -8%
KMWM
656
Keudell/Morrison Wealth Management
Oregon
$449K – – –
EI
657
Ellevest Inc
New York
$449K +$1.23K +15 +0.3%
OF
658
Optimize Financial
California
$446K +$430K +5,244 New
V
659
ViaWealth
Kansas
$443K -$43.1K -525 -9%
WIA
660
Wealthedge Investment Advisors
New York
$443K +$428K +5,215 New
Harvest Fund Management
661
Harvest Fund Management
China
$443K +$285K +3,479 +202%
Freestone Capital Holdings
662
Freestone Capital Holdings
Washington
$439K -$10.2K -124 -2%
MA
663
Mutual Advisors
Nebraska
$435K +$40.9K +498 +11%
AG
664
Ascent Group
Virginia
$428K +$413K +5,034 New
Laird Norton Wetherby Wealth Management
665
Laird Norton Wetherby Wealth Management
California
$427K -$145K -1,764 -26%
WesBanco Bank
666
WesBanco Bank
West Virginia
$425K – – –
AAIM
667
American Assets Investment Management
California
$425K – – –
Union Bancaire Privee
668
Union Bancaire Privee
Switzerland
$421K +$388K +4,728 New
HCA
669
Harbor Capital Advisors
Illinois
$416K -$246K -3,002 -38%
SMH
670
Sanders Morris Harris
Texas
$416K – – –
Lido Advisors
671
Lido Advisors
California
$415K +$44.7K +545 +13%
AGDI
672
Absolute Gestao de Investimentos
Brazil
$415K +$400K +4,879 New
SW
673
SVB Wealth
Massachusetts
$411K +$397K +4,840 New
EFG
674
Everhart Financial Group
Ohio
$409K +$47.9K +584 +14%
RC
675
Rahlfs Capital
Texas
$409K +$394K +4,808 New