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Block, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Darren Tapley New England Capital Financial Advisors LLC | 162 | $9,786.13 | $12,337.92 | $2,551.79 | 26.08% |
| MV Moises Valladares Insigneo Advisory Services LLC | 22,254 | $1.43M | $1.4M | -$26,882.4 | -1.89% |
| MR Michael Radoff LGT Financial Advisors LLC | 1,500 | $102,360 | $108,405 | $6,045 | 5.91% |
| AB Ashley Buboltz Moran Wealth Management LLC | 107,601 | $6.31M | $5.85M | -$460,816 | -7.31% |
| JR Jeffrey Rosenthal Viawealth LLC | 5,300 | $348,146.59 | $366,018 | $17,871.41 | 5.13% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 44 | $3.22 | $3.08 | -$0.14 | -4.35% |
| KK Kevin Kroskey True Wealth Design LLC | 227 | $14,308.58 | $15,238.51 | $929.93 | 6.5% |
| PIL PFG Investments LLC PFG Investments LLC | 8,547 | $654,338.44 | $722,905.26 | $68,566.82 | 10.48% |
| MY Michael Yoder Yoder Wealth Management Inc. | 34,350 | $2.36M | $2.36M | $220.36 | 0.01% |
 Alexandra Stickelman Root Financial Partners, LLC | 818 | $57,823.55 | $59,116.86 | $1,293.31 | 2.24% |
 Staci Compagno Portside Wealth Group, LLC | 9,048 | $645,372.25 | $699,862.8 | $54,490.55 | 8.44% |
 Courtney Holt Compound Planning, Inc. | 14,675 | $1.09M | $1.14M | $46,147.81 | 4.24% |
 Nemes Rush Group LLC Nemes Rush Group LLC | 272 | $19,655.87 | $18,107.04 | -$1,548.83 | -7.88% |
 Ian Wang Plato Investment Management Ltd | 7,835 | $475,283.93 | $525,415.1 | $50,131.17 | 10.55% |
 Shawn Scholz Impact Partnership Wealth, LLC | 6,558 | $458,768.31 | $473,946.66 | $15,178.35 | 3.31% |
 John Shanley Aspect Partners, LLC | 22 | $1,494.35 | $1,494.24 | -$0.11 | -0.01% |
 Driton Bilali Ilex Capital Partners (UK) LLP | 420,515 | $26.55M | $27.37M | $824,565.74 | 3.11% |
 Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,735 | $248,638.88 | $248,638.95 | $0.07 | - |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,892 | $271,755.88 | $330,781.08 | $59,025.2 | 21.72% |
 Tony Macafee UniSuper Management Pty Ltd | 54,862 | $3.95M | $4.64M | $693,028.09 | 17.56% |
