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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
701
KG&L Capital Management
Louisiana
$249K +$182K +3,225 New
LFA
702
Legacy Financial Advisors
Kentucky
$248K +$181K +3,208 New
OR
703
Olympiad Research
Connecticut
$246K +$180K +3,178 New
PWG
704
Portside Wealth Group
Utah
$245K +$179K +3,165 New
ARC
705
Advisor Resource Council
Texas
$245K +$179K +3,164 New
DZ Bank
706
DZ Bank
Germany
$245K -$21.2K -375 -11%
CWM
707
Cornerstone Wealth Management
Missouri
$244K +$178K +3,153 New
AFP
708
Ausdal Financial Partners
Iowa
$244K +$178K +3,152 New
WWP
709
Waypoint Wealth Partners
California
$243K +$178K +3,140 New
KCM
710
KRS Capital Management
Michigan
$242K -$184K -3,257 -51%
PIA
711
Powell Investment Advisors
Florida
$240K +$175K +3,097 New
CAM
712
Claret Asset Management
Quebec, Canada
$238K +$174K +3,075 New
FCI
713
Financial Counselors Inc
Kansas
$238K +$174K +3,076 New
TPW
714
Transatlantique Private Wealth
New York
$237K +$173K +3,067 New
HWM
715
Howard Wealth Management
Connecticut
$237K +$173K +3,058 New
ECG
716
EPIQ Capital Group
California
$236K +$173K +3,057 New
EP
717
Eudaimonia Partners
Tennessee
$235K +$172K +3,040 New
MFGM
718
Marshall Financial Group (Maryland)
Maryland
$234K +$171K +3,030 New
CPIG
719
Chicago Partners Investment Group
Illinois
$234K -$75.3K -1,331 -26%
AF
720
Allworth Financial
California
$230K +$89.6K +1,584 +114%
Lido Advisors
721
Lido Advisors
California
$230K -$111K -1,966 -40%
KCM
722
Kathmere Capital Management
Pennsylvania
$228K +$167K +2,949 New
XT
723
XTX Topco
Cayman Islands
$228K -$312K -5,527 -65%
SAM
724
Simplify Asset Management
Nevada
$228K +$167K +2,947 New
VAM
725
Vienna Asset Management
California
$227K +$178K +3,144 New