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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Human Investing
Oregon
$984K -$21.3K -612 -2%
SFA
227
Sequoia Financial Advisors
Ohio
$956K -$108K -3,099 -11%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$954K +$60.6K +1,738 +7%
Squarepoint
229
Squarepoint
New York
$949K -$27.3M -783,841 -97%
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$939K -$239K -6,860 -22%
DO
231
denkapparat Operations
Germany
$920K +$501K +14,376 +147%
SG Americas Securities
232
SG Americas Securities
New York
$908K -$4.88M -140,126 -85%
HWM
233
HB Wealth Management
Georgia
$894K +$269K +7,708 +49%
AIP
234
Ameritas Investment Partners
Nebraska
$889K – – –
ACM
235
Argyle Capital Management
Pennsylvania
$885K – – –
BJL
236
Brighton Jones LLC
Washington
$852K +$779K +22,367 New
LGF
237
LGT Group Foundation
Liechtenstein
$848K -$621K -17,836 -44%
MFS
238
Mirabella Financial Services
United Kingdom
$839K +$34.3K +985 +5%
RWM
239
Ritholtz Wealth Management
New York
$838K +$62.8K +1,801 +9%
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$832K -$26.5K -762 -3%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$820K +$160K +4,590 +27%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$816K +$50.3K +1,443 +7%
SSCM
243
Sovereign's Capital Management
Georgia
$809K -$16.3K -469 -2%
CPIG
244
Chicago Partners Investment Group
Illinois
$806K +$401K +11,495 +132%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$794K +$494K +14,177 +213%
DFCM
246
Dark Forest Capital Management
Puerto Rico
$782K +$716K +20,541 New
US Bancorp
247
US Bancorp
Minnesota
$758K +$187K +5,362 +37%
Pictet Asset Management
248
Pictet Asset Management
Switzerland
$757K – – –
NA
249
NewEdge Advisors
Louisiana
$740K +$183K +5,242 +37%
XT
250
XTX Topco
Cayman Islands
$739K +$676K +19,394 New