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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
726
Asset Dedication LLC
California
$3K – – –
EIP
727
Ellis Investment Partners
Pennsylvania
$3K – – –
LWM
728
Liberty Wealth Management
California
$3K – – –
TL
729
TrueWealth LLC
Georgia
$3K – – –
BWM
730
BerganKDV Wealth Management
Minnesota
$3K +$547 +8 +17%
CT
731
Caldwell Trust
Florida
$2.62K – – –
VCM
732
Vigilant Capital Management
Maine
$2K -$15.5K -226 -88%
JFA
733
JNBA Financial Advisors
Minnesota
$2K – – –
NCM
734
New Capital Management
Texas
$2K – – –
RFM
735
Royal Fund Management
Florida
$2K – – –
FWM
736
Filbrandt Wealth Management
Wisconsin
$2K +$2.74K +40 New
OSAM
737
O'Shaughnessy Asset Management
Connecticut
$1K -$1.03K -15 -56%
BHWM
738
Bay Harbor Wealth Management
Maryland
$1K -$342 -5 -29%
BCH
739
Berkshire Capital Holdings
California
$1K – – –
CWA
740
Carolina Wealth Advisors
South Carolina
$1K – – –
CP
741
Corbenic Partners
Pennsylvania
$1K – – –
DAM
742
Delta Asset Management
Tennessee
$1K – – –
DI
743
Disciplined Investments
Oklahoma
$1K – – –
PC
744
Permanens Capital
New York
$1K – – –
RMC
745
Resources Management Corp
Connecticut
$1K – – –
SIM
746
Sonora Investment Management
Arizona
$1K – – –
VRM
747
Vectors Research Management
New York
$1K – – –
WIM
748
Westside Investment Management
California
$54 +$71.7K +1,048 New
Viking Global Investors
749
Viking Global Investors
Connecticut
– -$628M -10,044,042 Closed
EAM
750
Eagle Asset Management
Florida
– -$67.3M -1,075,135 Closed