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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1226
Private Ocean
California
$1K -$46K -380 -97%
MA
1227
Montag & Associates
Georgia
$1K -$30.1K -249 -98%
AWMS
1228
Advocacy Wealth Management Services
Georgia
$1K -$1.21K -10 -67%
BWS
1229
BCR Wealth Strategies
Alabama
$1K – – –
BA
1230
Bellwether Advisors
Nebraska
$1K – – –
CNBTD
1231
Citizens National Bank Trust Department
Mississippi
$1K – – –
CWM
1232
Curi Wealth Management
North Carolina
$1K – – –
DWA
1233
Delos Wealth Advisors
Texas
$1K – – –
RF
1234
Robbins Farley
New Hampshire
$1K – – –
SA
1235
SRH Advisors
Kansas
$1K – – –
VCM
1236
Versant Capital Management
Arizona
$1K – – –
JPLA
1237
Joseph P. Lucia & Associates
New York
$1K +$484 +4 New
RCM
1238
Raleigh Capital Management
North Carolina
$1K +$484 +4 New
CI
1239
Cordant Inc
Oregon
$1K +$605 +5 New
MAM
1240
Marquette Asset Management
Minnesota
$1K +$605 +5 New
T
1241
TOBAM
France
$1K +$605 +5 New
LOIM
1242
Liberty One Investment Management
Illinois
$1K +$1.09K +9 New
IRC
1243
Investors Research Corp
Georgia
$1K +$1.21K +10 New
TH
1244
TCTC Holdings
Texas
$1K +$1.21K +10 New
WAM
1245
Worth Asset Management
Texas
$1K +$1.21K +10 New
WIM
1246
Westside Investment Management
California
$121 – – –
Renaissance Technologies
1247
Renaissance Technologies
New York
– -$264M -1,632,832 Closed
Winslow Capital Management
1248
Winslow Capital Management
Minnesota
– -$242M -1,499,901 Closed
DCP
1249
D1 Capital Partners
New York
– -$178M -1,102,000 Closed
SCM
1250
Steadfast Capital Management
New York
– -$121M -752,099 Closed