XYZ icon

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
851
Lake Street Private Wealth
Illinois
$425K -$56.8K -291 -13%
PFA
852
Paradigm Financial Advisors
Missouri
$424K -$47.2K -242 -11%
QSS
853
Quantitative Systematic Strategies
Florida
$422K -$797K -4,085 -68%
AIM
854
Acropolis Investment Management
Missouri
$415K – – –
PWLP
855
Prio Wealth Limited Partnership
Massachusetts
$415K +$30.2K +155 +9%
MFA
856
Mayflower Financial Advisors
Massachusetts
$414K +$371K +1,901 New
DWM
857
Doyle Wealth Management
Florida
$411K +$369K +1,890 New
WIA
858
Wealthstreet Investment Advisors
Texas
$408K -$14.6K -75 -4%
TW
859
TrinityPoint Wealth
Connecticut
$406K -$5.66K -29 -1%
SAS
860
Stelac Advisory Services
New York
$406K +$364K +1,864 New
CIP
861
Convergence Investment Partners
Florida
$403K +$361K +1,850 New
CGL
862
Clarius Group LLC
Washington
$400K +$358K +1,836 New
TIS
863
Tortoise Index Solutions
Kansas
$398K -$77.4K -397 -18%
SC
864
Scholtz & Company
Connecticut
$398K +$357K +1,830 New
XS
865
XR Securities
Illinois
$398K +$357K +1,830 New
SSWM
866
Sheets Smith Wealth Management
North Carolina
$397K +$2.34K +12 +0.7%
BFS
867
Bard Financial Services
Connecticut
$397K +$356K +1,825 New
GLAM
868
Gardner Lewis Asset Management
Pennsylvania
$393K – – –
PGIM
869
Pacific Global Investment Management
California
$393K +$6.44K +33 +2%
QCIG
870
Quad-Cities Investment Group
Iowa
$392K +$39K +200 +13%
BS
871
Boenning & Scattergood
Pennsylvania
$389K +$10.1K +52 +3%
VI
872
Versor Investments
New York
$389K +$349K +1,788 New
SA
873
Sicart Associates
New York
$383K – – –
SHGA
874
Sand Hill Global Advisors
California
$382K – – –
FP
875
Financial Perspectives
Minnesota
$381K – – –