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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$338K -$129K -1,574 -28%
CCM
727
Chaney Capital Management
Washington
$337K – – –
C
728
Certuity
Florida
$336K -$8.29K -101 -2%
CBUSF
729
Construction & Building Unions Superannuation Fund
Australia
$331K +$320K +3,900 New
GSEP
730
Golden State Equity Partners
California
$328K +$20.9K +255 +7%
CIEC
731
Crédit Industriel et Commercial
France
$328K +$317K +3,861 New
CA
732
CoreCap Advisors
Michigan
$326K +$252K +3,067 +396%
CFG
733
Citizens Financial Group
Rhode Island
$320K +$38.9K +474 +14%
Kovitz Investment Group Partners
734
Kovitz Investment Group Partners
Illinois
$320K -$333K -4,057 -52%
HCM
735
Howard Capital Management
Georgia
$318K +$15.5K +189 +5%
CA
736
Carson Advisory
Georgia
$318K -$40K -487 -12%
LFA
737
Legacy Financial Advisors
Kentucky
$317K +$7.38K +90 +2%
SC
738
Syon Capital
California
$315K -$13.3K -162 -4%
CAM
739
Covenant Asset Management
New Jersey
$315K -$25.5K -311 -8%
FSBI
740
Fearless Solutions (Best Invest)
Texas
$314K +$303K +3,694 New
Empower Advisory Group
741
Empower Advisory Group
Colorado
$314K -$19.9K -243 -6%
CWM
742
Cornerstone Wealth Management
Missouri
$313K -$40.7K -496 -12%
IAM
743
Impact Asset Management
$313K – – –
HAG
744
HighPoint Advisor Group
Illinois
$312K +$15.2K +185 +5%
TWPM
745
Total Wealth Planning & Management
Florida
$312K +$301K +3,672 New
FRA
746
Frank Rimerman Advisors
California
$310K +$3.12K +38 +1%
WPIC
747
White Pine Investment Company
Michigan
$303K – – –
CT
748
Chicago Trust
Illinois
$302K +$291K +3,550 New
WA
749
Waverly Advisors
Alabama
$302K +$291K +3,549 New
NP
750
NorthRock Partners
Minnesota
$302K -$240K -2,931 -45%