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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
Vident Advisory
Georgia
$1.06M +$871K +14,819 +281%
IEFM
227
IQ EQ Fund Management
Ireland
$1.06M -$42.8K -729 -4%
X
228
Xponance
Pennsylvania
$1.04M +$46.1K +784 +4%
AWS
229
Atria Wealth Solutions
New York
$1.02M +$385K +6,544 +52%
Wealthfront Advisers
230
Wealthfront Advisers
California
$1.02M -$20.6K -350 -2%
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$1.01M +$58.7K +999 +5%
HighTower Advisors
232
HighTower Advisors
Illinois
$1.01M +$70.6K +1,202 +7%
KIG
233
Kessler Investment Group
Indiana
$968K -$41.6K -708 -4%
I
234
INVST
Indiana
$961K +$16.1K +274 +2%
Nomura Holdings
235
Nomura Holdings
Japan
$961K +$1.07M +18,184 New
NSEDCP
236
NJ State Employees Deferred Compensation Plan
New Jersey
$951K
IFS
237
Ifrah Financial Services
Arkansas
$937K -$34K -578 -3%
SPA
238
Sherbrooke Park Advisers
New York
$933K +$1.04M +17,656 New
MCA
239
MSH Capital Advisors
Arizona
$927K +$470 +8 +0%
CCM
240
Carlson Capital Management
Minnesota
$919K
Baird Financial Group
241
Baird Financial Group
Wisconsin
$904K +$87.6K +1,490 +10%
BAM
242
Blueshift Asset Management
New Jersey
$903K +$1M +17,081 New
PAS
243
Park Avenue Securities
New York
$898K +$67K +1,141 +7%
CAMG
244
CWA Asset Management Group
Florida
$892K +$316K +5,380 +47%
RT
245
Rockland Trust
Massachusetts
$891K
MML Investors Services
246
MML Investors Services
Massachusetts
$891K +$76.9K +1,308 +8%
Vanguard Personalized Indexing Management
247
Vanguard Personalized Indexing Management
California
$889K -$25.5K -434 -3%
AG
248
Ascent Group
Virginia
$844K +$2.29K +39 +0.2%
SSCM
249
Sovereign's Capital Management
Georgia
$842K +$936K +15,926 New
OQS
250
Occudo Quantitative Strategies
Florida
$827K +$920K +15,659 New