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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
701
HUB Investment Partners
Texas
$230K +$238K +3,179 New
Empower Advisory Group
702
Empower Advisory Group
Colorado
$229K -$9.36K -125 -4%
TPCM
703
Templeton & Phillips Capital Management
Tennessee
$224K – – –
AA
704
Alta Advisers
United Kingdom
$224K – – –
PIM
705
Plato Investment Management
Australia
$222K -$201K -2,687 -46%
MIC
706
Meridian Investment Counsel
California
$222K – – –
LWM
707
LeConte Wealth Management
Tennessee
$221K +$229K +3,053 New
PA
708
Pinnacle Associates
New York
$220K +$4.94K +66 +2%
IC
709
Inscription Capital
Texas
$216K +$223K +2,983 New
MAS
710
Meeder Advisory Services
Ohio
$213K -$75.5K -1,009 -25%
WWM
711
Westwood Wealth Management
California
$213K -$37.4K -500 -14%
MGIA
712
Moneta Group Investment Advisors
Missouri
$213K -$3.82K -51 -2%
AssetMark Inc
713
AssetMark Inc
California
$213K +$66.2K +884 +43%
GI
714
GAMCO Investors
Connecticut
$212K +$219K +2,928 New
FRM
715
Fox Run Management
Connecticut
$210K +$218K +2,910 New
PIA
716
Perennial Investment Advisors
California
$209K -$20.3K -271 -9%
BA
717
Bridgewater Advisors
New York
$209K +$5.76K +77 +3%
GIM
718
Glenmede Investment Management
Pennsylvania
$209K +$217K +2,893 New
GSEP
719
Golden State Equity Partners
California
$209K +$216K +2,886 New
SMC
720
Smith, Moore & Co
Missouri
$208K -$11.2K -150 -5%
MWA
721
Meridian Wealth Advisors
Texas
$207K +$214K +2,864 New
NC
722
NovaPoint Capital
Georgia
$206K +$214K +2,857 New
QL
723
Quarry LP
New York
$206K +$214K +2,853 New
WFI
724
West Family Investments
California
$204K +$211K +2,821 New
NPT
725
National Philanthropic Trust
Pennsylvania
$203K +$211K +2,813 New