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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
776
Lombard Odier Asset Management (Switzerland)
Switzerland
$679K +$699K +2,990 New
FAM
777
Fulcrum Asset Management
United Kingdom
$674K – – –
CPA
778
Clear Perspective Advisors
Illinois
$669K +$32K +137 +5%
HBK Sorce Advisory
779
HBK Sorce Advisory
Pennsylvania
$668K +$306K +1,308 +80%
MC
780
Matisse Capital
Oregon
$658K +$678K +2,900 New
PAI
781
Pittenger & Anderson Inc
Nebraska
$657K +$10.5K +45 +2%
MSL
782
Mackay Shields LLC
New York
$656K +$101K +430 +17%
QI
783
Qtron Investments
Massachusetts
$654K – – –
BCA
784
Berman Capital Advisors
Georgia
$654K +$419K +1,790 +164%
CI
785
Cigna Investments
Connecticut
$653K -$148K -631 -18%
GAM
786
Grandview Asset Management
Pennsylvania
$648K +$12.9K +55 +2%
TFS
787
TrustCore Financial Services
Tennessee
$646K -$102K -434 -13%
Silvercrest Asset Management
788
Silvercrest Asset Management
New York
$646K +$93.1K +398 +16%
CCM
789
Canal Capital Management
Virginia
$645K +$35.8K +153 +6%
TCM
790
Traynor Capital Management
Pennsylvania
$645K +$39.8K +170 +6%
QS Investors
791
QS Investors
New York
$645K +$164K +700 +33%
CWA
792
Capital Wealth Alliance
Arizona
$643K +$344K +1,471 +108%
EWM
793
Executive Wealth Management
Michigan
$637K +$50.5K +216 +8%
IC
794
Intersect Capital
California
$636K +$274K +1,173 +72%
Koshinski Asset Management
795
Koshinski Asset Management
Illinois
$635K -$251K -1,074 -28%
Pinnacle Associates
796
Pinnacle Associates
New York
$632K +$425K +1,815 +187%
Bel Air Investment Advisors
797
Bel Air Investment Advisors
California
$630K +$649K +2,773 New
SAS
798
Stelac Advisory Services
New York
$626K +$208K +891 +48%
GAMCO Investors
799
GAMCO Investors
Connecticut
$624K -$643K -2,750 -50%
FANJ
800
Financial Architects (New Jersey)
New Jersey
$622K -$364K -1,556 -36%