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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
701
Focus Partners Advisor Solutions
Missouri
$211K +$203K +3,144 New
OWA
702
Octavia Wealth Advisors
Ohio
$210K -$190K -2,947 -49%
Silvercrest Asset Management
703
Silvercrest Asset Management
New York
$210K +$202K +3,126 New
EDRH
704
Edmond de Rothschild Holding
Switzerland
$208K – – –
CFGS
705
Concourse Financial Group Securities
Alabama
$207K +$65K +1,007 +49%
PIA
706
Powell Investment Advisors
Florida
$206K +$198K +3,063 New
FCI
707
Financial Counselors Inc
Kansas
$206K +$198K +3,062 New
SB
708
Strategic Blueprint
Georgia
$205K +$197K +3,048 New
VFA
709
Valeo Financial Advisors
Indiana
$204K -$44.1K -682 -18%
CA
710
Calton & Associates
Florida
$204K +$196K +3,036 New
PIA
711
Perennial Investment Advisors
California
$202K -$10.3K -160 -5%
FBC
712
Fairfield, Bush & Co
Connecticut
$201K +$193K +2,990 New
CI
713
CAZ Investments
Texas
$198K +$96.9K +1,500 +100%
JIP
714
Jaffetilchin Investment Partners
Florida
$194K -$24.9K -385 -12%
AF
715
Allworth Financial
California
$191K +$12.7K +197 +7%
FG
716
Fairman Group
Pennsylvania
$185K – – –
C
717
Covestor
United Kingdom
$181K +$40.4K +626 +30%
CI Investments Inc
718
CI Investments Inc
Ontario, Canada
$178K -$15.2K -235 -8%
LC
719
Lindbrook Capital
California
$174K +$9.95K +154 +6%
KA
720
Kozak & Associates
Colorado
$171K – – –
FIA
721
FPC Investment Advisory
California
$171K – – –
Allspring Global Investments
722
Allspring Global Investments
North Carolina
$168K -$17.3M -268,270 -99%
GI
723
GAMMA Investing
California
$156K +$68.5K +1,060 +84%
UB
724
UMB Bank
Missouri
$155K -$39.1K -606 -21%
FP
725
Financial Perspectives
Minnesota
$154K – – –