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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$900K -$17.4K -330 -2%
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$899K +$110K +2,090 +13%
MCA
228
MSH Capital Advisors
Arizona
$897K
G
229
GenTrust
Florida
$881K +$920K +17,412 New
X
230
Xponance
Pennsylvania
$880K +$11.8K +223 +1%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$872K +$89.1K +1,686 +11%
Vanguard Personalized Indexing Management
232
Vanguard Personalized Indexing Management
California
$858K -$14.8K -280 -2%
RT
233
Rockland Trust
Massachusetts
$853K
AR
234
Advisory Research
Illinois
$851K +$32.6K +617 +4%
DFCM
235
Dark Forest Capital Management
Puerto Rico
$848K +$887K +16,777 New
VI
236
Versor Investments
New York
$841K +$879K +16,636 New
IFS
237
Ifrah Financial Services
Arkansas
$831K -$3.59K -68 -0.4%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$805K -$180K -3,415 -18%
ETC
239
Exchange Traded Concepts
Oklahoma
$798K +$834K +15,789 New
Natixis Advisors
240
Natixis Advisors
Massachusetts
$798K -$872K -16,498 -51%
LB
241
Legacy Bridge
Iowa
$772K
MML Investors Services
242
MML Investors Services
Massachusetts
$767K -$7.24K -137 -0.9%
RC
243
RBF Capital
California
$759K
LIA
244
Limestone Investment Advisors
New York
$751K +$785K +14,846 New
Jones Financial Companies
245
Jones Financial Companies
Missouri
$745K +$62.3K +1,178 +9%
CAM
246
Claret Asset Management
Quebec, Canada
$744K -$8.46K -160 -1%
IWC
247
Integrated Wealth Concepts
Massachusetts
$737K +$770K +14,572 New
DT
248
Diversified Trust
Tennessee
$734K +$472K +8,928 +160%
AC
249
Armistice Capital
New York
$734K +$767K +14,506 New
RFG
250
Range Financial Group
Oregon
$726K -$9.41K -178 -1%