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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
951
Capital Asset Advisory Services
Michigan
$411K +$14.4K +62 +4%
Bessemer Group
952
Bessemer Group
New Jersey
$409K -$101M -434,015 -100%
LWA
953
Lineweaver Wealth Advisors
Ohio
$409K +$71.4K +308 +22%
CA
954
Calton & Associates
Florida
$406K +$9.51K +41 +3%
ACM
955
Advisors Capital Management
New Jersey
$406K +$62.6K +270 +19%
SAM
956
Synergy Asset Management
Washington
$405K -$8.61M -37,139 -96%
ZIG
957
Zuckerman Investment Group
Illinois
$403K – – –
SVWAG
958
Sound View Wealth Advisors Group
Georgia
$403K +$41.5K +179 +12%
CA
959
Claro Advisors
Massachusetts
$402K +$7.19K +31 +2%
CHJWM
960
Carlton Hofferkamp & Jenks Wealth Management
Texas
$400K +$391K +1,685 New
AG
961
AIA Group
Hong Kong
$399K +$99.3K +428 +33%
22CM
962
20/20 Capital Management
California
$397K +$22.3K +96 +6%
TC
963
Telemus Capital
Michigan
$397K +$59.1K +255 +19%
SAM
964
Simplify Asset Management
Nevada
$395K -$109K -470 -22%
JIC
965
Joel Isaacson & Co
New York
$394K +$20.9K +90 +6%
PNAA
966
Pictet North America Advisors
Switzerland
$393K – – –
LI
967
LVZ Inc
Michigan
$392K +$38.3K +165 +11%
CAM
968
Claret Asset Management
Quebec, Canada
$391K – – –
BZWA
969
Blue Zone Wealth Advisors
California
$386K – – –
EWA
970
Encompass Wealth Advisors
Oregon
$384K +$366K +1,579 New
VWA
971
Visionary Wealth Advisors
Illinois
$382K +$57.5K +248 +19%
SIC
972
SFE Investment Counsel
California
$381K -$11.6K -50 -3%
TWM
973
Tradition Wealth Management
Minnesota
$381K +$21.6K +93 +6%
BMC
974
Beaton Management Company
Massachusetts
$378K – – –
EWA
975
EP Wealth Advisors
California
$376K -$143K -618 -29%