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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
926
Jacobi Capital Management
Pennsylvania
$319K +$113K +579 +65%
TCM
927
Tuttle Capital Management
Connecticut
$319K +$286K +1,465 New
RCA
928
Ranch Capital Advisors
Florida
$317K +$31.8K +163 +13%
Fiera Capital (Canada)
929
Fiera Capital (Canada)
Quebec, Canada
$316K -$1.59M -8,149 -85%
WTC
930
WhitTier Trust Company
Nevada
$316K +$9.75K +50 +4%
EI
931
Ellevest Inc
New York
$315K +$49.5K +254 +21%
FSC
932
Full Sail Capital
Oklahoma
$314K +$293K +1,500 New
FMBTD
933
First Midwest Bank Trust Division
Illinois
$312K -$78K -400 -22%
MAG
934
MRA Advisory Group
New Jersey
$312K +$280K +1,435 New
IIC
935
Ironwood Investment Counsel
Arizona
$312K +$281K +1,438 New
AG
936
AIA Group
Hong Kong
$311K +$266K +1,365 New
22CM
937
20/20 Capital Management
California
$311K +$267K +1,367 New
LFF
938
Level Four Financial
Texas
$311K +$278K +1,427 New
CWA
939
Capital Wealth Alliance
Arizona
$310K +$266K +1,363 New
MWM
940
Mission Wealth Management
California
$310K +$278K +1,425 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
941
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$309K +$277K +1,420 New
CAAS
942
Capital Asset Advisory Services
Michigan
$308K +$11.5K +59 +4%
AWA
943
Arkadios Wealth Advisors
Georgia
$306K -$528K -2,707 -66%
AFA
944
Arlington Financial Advisors
California
$305K – – –
GP
945
Girard Partners
Pennsylvania
$304K +$23.4K +120 +9%
AR
946
Advisory Research
Illinois
$303K -$89.9K -461 -25%
CL
947
CPWM LLC
Washington
$302K +$18.5K +95 +7%
FMWA
948
Forvis Mazars Wealth Advisors
Missouri
$301K +$270K +1,384 New
FHC
949
First Heartland Consultants
Missouri
$300K +$269K +1,378 New
HL
950
HeadInvest LLC
Maine
$296K +$265K +1,358 New