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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
Insight Advisors
Pennsylvania
$910K +$80.7K +345 +10%
State of Alaska Department of Revenue
702
State of Alaska Department of Revenue
Alaska
$900K -$73K -312 -7%
Csenge Advisory Group
703
Csenge Advisory Group
Florida
$900K +$115K +490 +17%
IHT Wealth Management
704
IHT Wealth Management
Illinois
$895K +$278K +1,188 +43%
LWM
705
Lyell Wealth Management
California
$879K -$35.1K -150 -4%
Caprock Group
706
Caprock Group
Idaho
$876K +$17.3K +74 +2%
O'Shaughnessy Asset Management
707
O'Shaughnessy Asset Management
Connecticut
$873K -$163K -696 -15%
PIM
708
Profit Investment Management
Maryland
$869K -$48.4K -207 -5%
GAM
709
Griffin Asset Management
New York
$860K +$204K +873 +30%
DTL
710
Dynamic Technology Lab
Singapore
$858K -$371K -1,585 -30%
FPS
711
Fieldpoint Private Securities
Connecticut
$858K -$268K -1,145 -23%
Synovus Financial
712
Synovus Financial
Georgia
$858K -$25K -107 -3%
AO
713
Advisor OS
Illinois
$858K +$212K +908 +32%
AWA
714
Arete Wealth Advisors
Illinois
$841K +$133K +569 +18%
GWSG
715
GPS Wealth Strategies Group
Colorado
$840K +$18.2K +78 +2%
Migdal Insurance & Financial Holdings
716
Migdal Insurance & Financial Holdings
Israel
$838K +$220K +942 +34%
Gofen & Glossberg
717
Gofen & Glossberg
Illinois
$830K +$70.2K +300 +9%
Grimes & Company
718
Grimes & Company
Massachusetts
$828K -$209K -893 -20%
Arkadios Wealth Advisors
719
Arkadios Wealth Advisors
Georgia
$827K +$523K +2,237 +159%
TC
720
Truvestments Capital
Florida
$826K +$73.2K +313 +9%
KTC
721
Kistler-Tiffany Companies
Pennsylvania
$823K +$76.7K +328 +10%
Cerity Partners
722
Cerity Partners
New York
$820K +$70.4K +301 +9%
Pallas Capital Advisors
723
Pallas Capital Advisors
Massachusetts
$815K +$881K +3,767 New
WA
724
Wealth Alliance
New York
$809K +$21.5K +92 +3%
ISWM
725
Independent Solutions Wealth Management
New York
$804K +$233K +997 +39%