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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SS
951
Sunbelt Securities
Texas
$328K -$395K -1,825 -36%
VWA
952
Visionary Wealth Advisors
Illinois
$327K +$61.1K +282 +16%
MFA
953
Mayflower Financial Advisors
Massachusetts
$326K -$15.6K -72 -3%
Segall Bryant & Hamill
954
Segall Bryant & Hamill
Illinois
$326K – – –
AGA
955
Arkos Global Advisors
Texas
$325K +$2.38K +11 +0.6%
EP
956
EPIQ Partners
Minnesota
$323K -$108K -500 -20%
HCM
957
Highview Capital Management
Illinois
$323K +$433K +2,000 New
WCWM
958
Willow Creek Wealth Management
California
$322K -$7.58K -35 -2%
CC
959
Codex Capital
New York
$322K – – –
TC
960
Tatro Capital
Kentucky
$321K +$430K +1,986 New
RWP
961
Revolve Wealth Partners
New Jersey
$321K +$431K +1,987 New
XTX Topco
962
XTX Topco
Cayman Islands
$319K +$428K +1,974 New
ProShare Advisors
963
ProShare Advisors
Maryland
$318K +$57.4K +265 +16%
OC
964
Oarsman Capital
Wisconsin
$315K +$29K +134 +7%
AA
965
Altman Advisors
Illinois
$314K -$812K -3,745 -58%
GA
966
Greytown Advisors
Florida
$312K -$14.3K -66 -3%
WBG
967
Wharton Business Group
Pennsylvania
$311K +$417K +1,923 New
CA
968
Cornerstone Advisory
Maryland
$309K +$205K +944 +97%
NRS
969
Neville Rodie & Shaw
New York
$308K -$119K -550 -22%
WP
970
WealthPLAN Partners
Nebraska
$308K +$13.9K +64 +3%
GCP
971
GSA Capital Partners
United Kingdom
$308K +$52.4K +242 +15%
SHGA
972
Sand Hill Global Advisors
California
$306K -$108K -500 -21%
EP Wealth Advisors
973
EP Wealth Advisors
California
$306K +$65K +300 +19%
NC
974
NovaPoint Capital
Georgia
$304K +$106K +490 +35%
GAMCO Investors
975
GAMCO Investors
Connecticut
$304K +$407K +1,880 New