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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
701
Robertson Stephens Wealth Management
California
$361K -$231K -2,820 -40%
LAM
702
LECAP Asset Management
United Kingdom
$361K +$349K +4,251 New
LS
703
Livforsakringsbolaget Skandia
Sweden
$361K – – –
SB
704
Simmons Bank
Arkansas
$361K -$7.14K -87 -2%
WPC
705
Wedmont Private Capital
Pennsylvania
$360K +$3.69K +45 +1%
MIC
706
Maxi Investments CY
Cyprus
$357K +$345K +4,200 New
BFS
707
Bradley Foster & Sargent
Connecticut
$354K -$16.4K -200 -5%
GCA
708
Gallagher Capital Advisors
Texas
$353K +$341K +4,153 New
CPA
709
Cardiff Park Advisors
California
$351K – – –
PGWM
710
Pitti Group Wealth Management
New York
$351K -$49.9K -608 -13%
PA
711
Parallel Advisors
California
$349K +$10.7K +131 +3%
WCM
712
Washington Capital Management
Washington
$348K +$336K +4,100 New
GT
713
Greenleaf Trust
Michigan
$348K +$1.31K +16 +0.4%
PCIA
714
Prime Capital Investment Advisors
Kansas
$347K -$40.5K -494 -11%
DWT
715
Dorsey & Whitney Trust
South Dakota
$346K -$24K -292 -7%
BW
716
BXM Wealth
Colorado
$345K +$333K +4,060 New
MA
717
MCF Advisors
Kentucky
$344K +$4.1K +50 +1%
DC
718
Davenport & Co
Virginia
$344K -$55K -670 -14%
MPW
719
Monterey Private Wealth
California
$344K -$492 -6 -0.1%
LIA
720
LBMC Investment Advisors
Tennessee
$344K -$41K -500 -11%
CCB
721
Cutter & Co Brokerage
Missouri
$343K – – –
MYLI
722
Meiji Yasuda Life Insurance
Japan
$343K -$266K -3,243 -45%
RS
723
Rakuten Securities
Japan
$343K -$49.3K -601 -13%
CAM
724
Cidel Asset Management
Ontario, Canada
$340K – – –
RLWM
725
RF&L Wealth Management
Massachusetts
$340K -$269K -3,275 -45%
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