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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
876
Professional Financial Advisors
Nebraska
$379K +$13.8K +71 +4%
KCM
877
Karp Capital Management
California
$379K +$73.5K +377 +28%
FAM
878
Formidable Asset Management
Ohio
$378K -$14.6K -75 -4%
SIC
879
SFE Investment Counsel
California
$376K -$55.6K -285 -14%
GT
880
Greenleaf Trust
Michigan
$376K -$12.1K -62 -3%
FTDI
881
First Trust Direct Indexing
Massachusetts
$376K +$337K +1,726 New
First Manhattan
882
First Manhattan
New York
$375K -$14.6K -75 -4%
GJIC
883
Gamble Jones Investment Counsel
California
$375K +$8.39K +43 +3%
TCA
884
Transcend Capital Advisors
New Jersey
$374K +$66.3K +340 +25%
CPW
885
Catalyst Private Wealth
California
$372K – – –
GA
886
Greytown Advisors
Florida
$371K +$11.7K +60 +4%
CAM
887
Claret Asset Management
Quebec, Canada
$370K +$3.12K +16 +0.9%
SIC
888
Samalin Investment Counsel
New York
$366K -$6.05K -31 -2%
FAS
889
Formuepleje A/S
Denmark
$364K -$21.8K -112 -6%
CCMG
890
Clark Capital Management Group
Pennsylvania
$363K +$3.32K +17 +1%
CFA
891
Carroll Financial Associates
North Carolina
$362K -$111K -570 -25%
OWA
892
Octavia Wealth Advisors
Ohio
$362K +$325K +1,664 New
BFEC
893
Benjamin F. Edwards & Company
Missouri
$360K -$167K -854 -34%
AHC
894
Adell Harriman & Carpenter
Texas
$359K +$322K +1,650 New
GC
895
Gruss & Co
Florida
$359K +$322K +1,650 New
TFS
896
Thoroughbred Financial Services
Tennessee
$357K -$17K -87 -5%
BZWA
897
Blue Zone Wealth Advisors
California
$356K – – –
HSA
898
HBK Sorce Advisory
Pennsylvania
$356K +$8K +41 +3%
ZB
899
Zions Bancorporation
Utah
$356K +$186K +955 +140%
SAM
900
Simplify Asset Management
Nevada
$356K +$319K +1,636 New