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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
Kozak & Associates
Colorado
$215K – – –
Guggenheim Capital
827
Guggenheim Capital
Illinois
$215K +$207K +2,524 New
Moneta Group Investment Advisors
828
Moneta Group Investment Advisors
Missouri
$214K +$207K +2,523 New
WA
829
Wealth Alliance
New York
$213K +$206K +2,512 New
TWP
830
Tempus Wealth Planning
California
$213K -$210K -2,559 -50%
CFP
831
Cascade Financial Partners
California
$213K -$41K -500 -17%
New York Life Investment Management
832
New York Life Investment Management
New York
$212K +$205K +2,495 New
GI
833
GAMMA Investing
California
$212K +$13.8K +168 +7%
GPA
834
Guerra Pan Advisors
New Jersey
$211K +$204K +2,486 New
PFS
835
Prospect Financial Services
New York
$211K +$204K +2,483 New
QWP
836
Quotient Wealth Partners
Texas
$210K +$203K +2,473 New
BWA
837
Bordeaux Wealth Advisors
California
$209K +$202K +2,459 New
CCM
838
Canal Capital Management
Virginia
$209K +$202K +2,458 New
SAM
839
Smartleaf Asset Management
Massachusetts
$207K +$87.3K +1,064 +81%
SQA
840
Simon Quick Advisors
New Jersey
$203K +$196K +2,390 New
SC
841
Sierra Capital
Florida
$203K +$196K +2,386 New
NWM
842
Napa Wealth Management
California
$203K +$196K +2,387 New
Great Lakes Advisors
843
Great Lakes Advisors
Illinois
$203K +$196K +2,385 New
TPCW
844
TD Private Client Wealth
New York
$201K +$24.8K +302 +15%
Coldstream Capital Management
845
Coldstream Capital Management
Washington
$201K +$194K +2,360 New
LA
846
Legacy Advisors
Pennsylvania
$200K +$193K +2,358 New
VSQM
847
V-Square Quantitative Management
Illinois
$200K +$134K +1,637 +238%
HT
848
Headlands Technologies
Illinois
$198K +$191K +2,332 New
QL
849
Quarry LP
New York
$196K -$82.2K -1,002 -30%
FP
850
Financial Perspectives
Minnesota
$195K – – –