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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
701
Clear Harbor Asset Management
Connecticut
$207K +$177K +3,041 New
SMC
702
Smith, Moore & Co
Missouri
$206K +$177K +3,035 New
SIA
703
Soltis Investment Advisors
Utah
$205K +$176K +3,017 New
MGIA
704
Moneta Group Investment Advisors
Missouri
$204K +$175K +3,000 New
PA
705
Pinnacle Associates
New York
$202K +$173K +2,981 New
IA
706
Integrity Alliance
Iowa
$202K -$54.4K -935 -24%
TCM
707
Teza Capital Management
Illinois
$201K -$157K -2,693 -48%
FBC
708
Fairfield, Bush & Co
Connecticut
$201K +$172K +2,952 New
O
709
Ossiam
France
$197K +$1.05K +18 +0.6%
MMCM
710
Murphy & Mullick Capital Management
New York
$194K -$14K -241 -9%
SVCP
711
Silicon Valley Capital Partners
California
$190K – – –
FG
712
Fairman Group
Pennsylvania
$187K – – –
AAS
713
Ameritas Advisory Services
Nebraska
$182K -$194K -3,334 -55%
GI
714
GAMMA Investing
California
$181K +$12.7K +218 +9%
IWA
715
Icon Wealth Advisors
Texas
$179K +$11.9K +204 +8%
BIG
716
Brooklyn Investment Group
New York
$177K -$20.2K -347 -12%
CI
717
CAZ Investments
Texas
$177K +$93.1K +1,600 +160%
UIA
718
Ulland Investment Advisors
Minnesota
$170K -$14.1K -242 -9%
RS
719
Rakuten Securities
Japan
$167K -$51K -877 -26%
TC
720
Truvestments Capital
Florida
$161K +$50K +860 +57%
WR
721
WD Rutherford
Oregon
$161K +$138K +2,369 New
FP
722
Financial Perspectives
Minnesota
$156K +$2.21K +38 +2%
C
723
Covestor
United Kingdom
$152K -$14K -241 -10%
AssetMark Inc
724
AssetMark Inc
California
$140K +$80.3K +1,381 +202%
MTIM
725
Marathon Trading Investment Management
Pennsylvania
$137K -$361K -6,200 -75%