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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1126
Blueshift Asset Management
New Jersey
$245K -$22.1M -86,088 -99%
RSWM
1127
Robertson Stephens Wealth Management
California
$245K -$261K -1,018 -50%
ACM
1128
Alpha Capital Management
Texas
$244K -$2.02M -7,883 -89%
YWP
1129
YorkBridge Wealth Partners
New York
$244K – – –
GWS
1130
Glassman Wealth Services
Virginia
$243K +$15.7K +61 +6%
RPWA
1131
Regent Peak Wealth Advisors
Georgia
$241K -$257 -1 -0.1%
WAS
1132
Wealth Advisory Solutions
Indiana
$240K -$5.65K -22 -2%
BB
1133
Bell Bank
North Dakota
$240K -$4.37K -17 -2%
CA
1134
Crewe Advisors
Utah
$240K – – –
FGAM
1135
Financial Gravity Asset Management
Texas
$240K – – –
FPCP
1136
Fort Point Capital Partners
California
$240K – – –
MSL
1137
Mackay Shields LLC
New York
$240K – – –
WSCM
1138
Wellington Shields Capital Management
New York
$240K – – –
BCM
1139
Boltwood Capital Management
California
$240K +$257K +1,000 New
GD
1140
Grandfield & Dodd
New York
$240K +$257K +1,000 New
MPI
1141
Mairs & Power Inc
Minnesota
$240K +$257K +1,000 New
SCA
1142
Sassicaia Capital Advisers
New York
$240K +$257K +1,000 New
SXL
1143
Summit X LLC
Missouri
$239K +$13.6K +53 +6%
MA
1144
Montag & Associates
Georgia
$238K +$13.9K +54 +6%
HL
1145
HeadInvest LLC
Maine
$237K -$92.5K -360 -27%
CWA
1146
Canvas Wealth Advisors
Kansas
$235K +$252K +980 New
CAG
1147
Crestwood Advisors Group
Massachusetts
$234K -$17.7K -69 -7%
HAS
1148
HBW Advisory Services
California
$233K -$10.8K -42 -4%
CA
1149
Cornerstone Advisory
Maryland
$233K – – –
FSA
1150
Franklin Street Advisors
North Carolina
$232K – – –