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ícone de HRB

H&R Block
HRB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
SJS Investment Consulting
451
SJS Investment Consulting
Ohio
US$ 14,2 mil +US$ 9,6 mil +276 +282%
Basecamp Wealth Advisors
452
Basecamp Wealth Advisors
Washington
US$ 13,7 mil +US$ 5,16 mil +148 +70%
Cherry Tree Wealth Management
453
Cherry Tree Wealth Management
Minnesota
US$ 13,6 mil – – –
Zions Bancorporation, National Association
454
Zions Bancorporation, National Association
Utah
US$ 13,6 mil +US$ 5,23 mil +150 +72%
Spire Wealth Management
455
Spire Wealth Management
Virginia
US$ 12 mil – – –
Oakmont Advisory Group
456
Oakmont Advisory Group
New Mexico
US$ 11,8 mil +US$ 10,8 mil +309 Nova
Bell Investment Advisors
457
Bell Investment Advisors
California
US$ 11,5 mil +US$ 2,44 mil +70 +30%
Private Wealth Asset Management
458
Private Wealth Asset Management
Iowa
US$ 11,4 mil -US$ 7,84 mil -225 -43%
Continuum Advisory
459
Continuum Advisory
Idaho
US$ 11,1 mil +US$ 10,2 mil +292 Nova
Pacific Center for Financial Services
460
Pacific Center for Financial Services
California
US$ 10,7 mil – – –
Highline Wealth Partners
461
Highline Wealth Partners
California
US$ 10,3 mil – – –
TS Financial Group (TSFG)
462
TS Financial Group (TSFG)
Illinois
US$ 10 mil +US$ 139 +4 +2%
Advisornet Financial
463
Advisornet Financial
Minnesota
US$ 8,68 mil +US$ 139 +4 +2%
LRI Investments
464
LRI Investments
Florida
US$ 8,23 mil +US$ 2,54 mil +73 +51%
Basepoint Wealth
465
Basepoint Wealth
Iowa
US$ 8,02 mil +US$ 105 +3 +1%
Abound Wealth Management
466
Abound Wealth Management
Tennessee
US$ 7,62 mil – – –
Sittner & Nelson
467
Sittner & Nelson
Oregon
US$ 7,62 mil – – –
Wealth Enhancement Trust Services
468
Wealth Enhancement Trust Services
South Dakota
US$ 7,35 mil +US$ 6,72 mil +193 Nova
Dogwood Wealth Management
469
Dogwood Wealth Management
Kansas
US$ 6,85 mil +US$ 3,8 mil +109 +154%
North Star Investment Management
470
North Star Investment Management
Illinois
US$ 6,8 mil -US$ 63 mil -1.808 -91%
IAIM
471
International Assets Investment Management
Florida
US$ 6,49 mil -US$ 237 mil -6.810 -98%
Wilkerson Advisory Group
472
Wilkerson Advisory Group
Missouri
US$ 6,36 mil – – –
Sachetta
473
Sachetta
Massachusetts
US$ 5,41 mil -US$ 209 -6 -4%
Centennial Bank
474
Centennial Bank
Arkansas
US$ 5,33 mil – – –
Keating Financial Advisory Services
475
Keating Financial Advisory Services
Kansas
US$ 5,29 mil +US$ 801 +23 +20%
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