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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WU
751
Wealthsimple US
New York
$737K – – –
WA
752
WP Advisors
California
$736K -$2.22M -9,500 -75%
Segall Bryant & Hamill
753
Segall Bryant & Hamill
Illinois
$732K – – –
AC
754
Abbrea Capital
California
$730K +$1.87K +8 +0.2%
SBIA
755
Sheaff Brock Investment Advisors
Indiana
$729K -$1.87M -7,983 -71%
Alpha Cubed Investments
756
Alpha Cubed Investments
California
$729K -$18.7K -80 -2%
FBB
757
Fulton Breakefield Broenniman
Maryland
$727K +$749K +3,203 New
JAWM
758
J. Arnold Wealth Management
Ohio
$720K -$45.6K -195 -6%
BBP
759
Banco BTG Pactual
Brazil
$720K +$741K +3,169 New
OAM
760
Optimal Asset Management
California
$717K +$738K +3,157 New
Veritable
761
Veritable
Delaware
$709K -$23.9K -102 -3%
GTCM
762
Gyon Technologies Capital Management
New Jersey
$701K +$723K +3,089 New
RM
763
Resource Management
Louisiana
$695K +$163K +695 +29%
Personal Capital Advisors
764
Personal Capital Advisors
California
$691K -$159K -681 -18%
Crossmark Global Holdings
765
Crossmark Global Holdings
Texas
$691K +$18.7K +80 +3%
FMB
766
Field & Main Bank
Kentucky
$689K +$709K +3,033 New
SignatureFD
767
SignatureFD
Georgia
$687K +$145K +618 +26%
CCG
768
Capital CS Group
California
$686K -$208K -888 -23%
CreativeOne Wealth
769
CreativeOne Wealth
Kansas
$685K -$182K -779 -21%
VHAM
770
Van Hulzen Asset Management
California
$685K +$5.85K +25 +0.8%
CC
771
Codex Capital
New York
$681K -$234K -1,000 -25%
HWM
772
Howard Wealth Management
Connecticut
$681K +$18.7K +80 +3%
CWM
773
Cornerstone Wealth Management
Missouri
$680K +$20.1K +86 +3%
PIMG
774
Patriot Investment Management Group
Tennessee
$680K +$48.7K +208 +7%
HMS
775
Hanseatic Management Services
New Mexico
$679K +$9.82K +42 +1%