XYZ icon

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
Caerus Investment Advisors
Texas
$211K +$230K +3,077 New
SBIA
702
Sheaff Brock Investment Advisors
Indiana
$211K +$230K +3,068 New
CL
703
Choreo LLC
Illinois
$211K +$230K +3,067 New
CWM
704
Cornerstone Wealth Management
Missouri
$209K +$228K +3,047 New
MWM
705
Mission Wealth Management
California
$209K +$227K +3,038 New
TPWM
706
Twelve Points Wealth Management
Massachusetts
$207K +$226K +3,022 New
BFM
707
Boothbay Fund Management
New York
$207K -$3.95M -52,744 -95%
CFG
708
Carr Financial Group
Massachusetts
$206K +$225K +3,000 New
VWM
709
Venturi Wealth Management
Texas
$206K +$224K +2,994 New
TPW
710
Transatlantique Private Wealth
New York
$205K +$224K +2,992 New
ECM
711
Evergreen Capital Management
Washington
$205K +$224K +2,991 New
PVH
712
Psagot Value Holdings
Israel
$204K -$524K -7,000 -70%
AP
713
Adero Partners
California
$203K +$222K +2,964 New
BWP
714
BSW Wealth Partners
Colorado
$203K -$64K -855 -22%
CWM
715
Catalyst Wealth Management
Georgia
$202K +$220K +2,937 New
SMC
716
Smith, Moore & Co
Missouri
$202K +$220K +2,937 New
HWM
717
Howard Wealth Management
Connecticut
$201K +$219K +2,928 New
SYBT
718
Stock Yards Bank & Trust
Kentucky
$201K +$219K +2,931 New
CC
719
Corton Capital
Ontario, Canada
$200K +$218K +2,919 New
MTIM
720
Marathon Trading Investment Management
Pennsylvania
$200K -$54.8K -732 -20%
WTC
721
WhitTier Trust Company
Nevada
$172K -$1.18M -15,745 -86%
QPBE
722
Quintet Private Bank (Europe)
Luxembourg
$171K +$187K +2,495 New
CFB
723
Cullen/Frost Bankers
Texas
$170K -$24.2K -323 -12%
RI
724
Ridgewood Investments
New Jersey
$160K +$174K +2,329 New
ECM
725
EMC Capital Management
Texas
$159K – – –