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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
OL
751
OneFund LLC
Florida
$114K +$118K +1,576 New
GWP
752
Gen-Wealth Partners
Michigan
$111K +$114K +1,517 +6,321%
Federated Hermes
753
Federated Hermes
Pennsylvania
$110K +$55.5K +742 +95%
SIM
754
Sentry Investment Management
Wisconsin
$110K +$102K +1,359 New
IAG
755
Innovative Advisory Group
Massachusetts
$101K -$1.5K -20 -1%
UB
756
UMB Bank
Missouri
$96.7K +$15.3K +204 +18%
SBFM
757
S-Bank Fund Management
Finland
$96.2K -$1.27K -17 -1%
PTC
758
Private Trust Company
Ohio
$96.1K -$4.27K -57 -4%
CA
759
CoreCap Advisors
Michigan
$94.7K +$4.49K +60 +5%
BBHC
760
Brown Brothers Harriman & Co
New York
$94.3K +$91.2K +1,218 +1,400%
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$94K +$15.3K +205 +19%
NWMP
762
Noble Wealth Management PBC
Colorado
$93.1K +$96.4K +1,288 New
QPBE
763
Quintet Private Bank (Europe)
Luxembourg
$88.7K -$1.87K -25 -2%
WT
764
Whittier Trust
California
$88.5K -$19.2K -256 -18%
MAS
765
MPWM Advisory Solutions
Georgia
$88.2K -$179K -2,388 -66%
SWM
766
Spire Wealth Management
Virginia
$86.2K +$1.05K +14 +1%
BONH
767
Bank of New Hampshire
New Hampshire
$86K -$16.8K -225 -16%
AWM
768
Ameliora Wealth Management
Switzerland
$83.3K – – –
AAS
769
Ameritas Advisory Services
Nebraska
$82.4K -$115K -1,539 -57%
WIM
770
Westside Investment Management
California
$81.4K +$1.95K +26 +2%
HFS
771
Hantz Financial Services
Michigan
$81K +$17K +227 +25%
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79.6K +$3.97K +53 +5%
TWM
773
Tripletail Wealth Management
Florida
$79.2K +$74.9K +1,000 New
LSV Asset Management
774
LSV Asset Management
Illinois
$79K +$82.3K +1,100 New
BTI
775
Blue Trust Inc
Georgia
$76.8K +$19.2K +256 +32%