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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
976
Signature Estate & Investment Advisors
California
$272K +$244K +1,253 New
HWA
977
HHM Wealth Advisors
Tennessee
$271K +$87.8K +450 +57%
CA
978
Claro Advisors
Massachusetts
$270K -$11.7K -60 -5%
ODG
979
O'Dell Group
Ohio
$268K +$240K +1,231 New
NC
980
NovaPoint Capital
Georgia
$265K +$237K +1,217 New
EWM
981
Evercore Wealth Management
New York
$265K +$238K +1,219 New
TC
982
Telemus Capital
Michigan
$261K -$585K -3,000 -71%
AIA
983
Avalon Investment & Advisory
Texas
$261K -$16.8K -86 -7%
BTW
984
Boston Trust Walden
Massachusetts
$261K +$234K +1,200 New
HNB
985
Huntington National Bank
Ohio
$258K +$39.8K +204 +21%
ZIG
986
Zuckerman Investment Group
Illinois
$256K +$229K +1,175 New
WFO
987
Wealthgate Family Office
Colorado
$256K +$230K +1,177 New
CA
988
Cornerstone Advisory
Maryland
$255K +$228K +1,170 New
EWM
989
Elite Wealth Management
Washington
$253K +$226K +1,161 New
SIA
990
SkyView Investment Advisors
New Jersey
$252K +$226K +1,158 New
QPWM
991
Quadrant Private Wealth Management
Pennsylvania
$251K -$28.7K -147 -11%
Baillie Gifford & Co
992
Baillie Gifford & Co
United Kingdom
$251K +$225K +1,153 New
GLA
993
Good Life Advisors
Pennsylvania
$251K +$227K +1,164 New
SWRP
994
Summit Wealth & Retirement Planning
California
$250K +$224K +1,149 New
SFA
995
Sequoia Financial Advisors
Ohio
$249K +$223K +1,144 New
AIL
996
AGF Investments LLC
Ontario, Canada
$247K +$221K +1,134 New
NFC
997
Northeast Financial Consultants
Connecticut
$246K +$220K +1,129 New
TCM
998
TimesSquare Capital Management
New York
$246K +$221K +1,132 New
IIA
999
IPG Investment Advisors
California
$246K +$220K +1,130 New
RCAG
1000
Rehmann Capital Advisory Group
Michigan
$244K +$219K +1,123 New