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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
801
Sit Investment Associates
Minnesota
$29K – – –
QL
802
Quarry LP
New York
$27.7K -$167K -2,428 -85%
SAG
803
SageView Advisory Group
California
$27K +$28.6K +415 New
AA
804
Ancora Advisors
Ohio
$26K -$3.1K -45 -10%
RWM
805
RMG Wealth Management
Wisconsin
$26K – – –
1IA
806
1620 Investment Advisors
Massachusetts
$23.4K -$690 -10 -3%
ZBNA
807
Zions Bancorporation, National Association
Utah
$23K -$407K -5,898 -94%
BOJHT
808
Bank of Jackson Hole Trust
Wyoming
$22.8K – – –
FUBT
809
First United Bank & Trust
Maryland
$22.8K – – –
S
810
Sachetta
Massachusetts
$22.3K -$9.24K -134 -28%
MAS
811
MPWM Advisory Solutions
Georgia
$22.1K -$60.7K -880 -72%
LAM
812
LOM Asset Management
$22.1K – – –
CT
813
Clearstead Trust
Maine
$21.7K +$1.66K +24 +8%
APW
814
Aventura Private Wealth
Florida
$21.5K -$20.3K -295 -47%
QC
815
Quent Capital
New York
$21.4K -$5.59K -81 -20%
CB
816
Community Bank
New York
$21.3K – – –
MHR
817
Matthew Hamilton Rosenberg
$21.2K – – –
CSC
818
Caldwell Sutter Capital
California
$21.2K +$22.4K +325 New
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$20.2K +$6.9K +100 +48%
SL
820
Salomon & Ludwin
Virginia
$20.1K +$12.6K +182 +164%
CAM
821
Costello Asset Management
Pennsylvania
$19.5K – – –
NB
822
NBT Bank
New York
$19.5K – – –
HC
823
Hurley Capital
New York
$18.9K – – –
SA
824
Strategic Advocates
Utah
$18.7K -$25K -363 -56%
MA
825
Montag & Associates
Georgia
$18.1K +$3.79K +55 +25%