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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$740K -$3.02M -64,579 -79%
RT
227
Rockland Trust
Massachusetts
$735K
MIM
228
Morningstar Investment Management
Illinois
$727K -$4.06M -86,886 -84%
IFS
229
Ifrah Financial Services
Arkansas
$703K -$14.1K -301 -2%
IWC
230
Integrated Wealth Concepts
Massachusetts
$697K +$66K +1,411 +10%
HighTower Advisors
231
HighTower Advisors
Illinois
$679K -$163K -3,496 -18%
FAMI
232
Fideuram Asset Management (Ireland)
$668K +$657K +14,062 New
LB
233
Legacy Bridge
Iowa
$665K
PI
234
PineBridge Investments
New York
$665K +$288K +6,153 +68%
RFG
235
Range Financial Group
Oregon
$656K +$32.2K +688 +5%
RC
236
RBF Capital
California
$654K
Neuberger Berman Group
237
Neuberger Berman Group
New York
$652K +$77K +1,647 +12%
CAM
238
Claret Asset Management
Quebec, Canada
$640K -$1.12K -24 -0.2%
FFA
239
Farther Finance Advisors
California
$633K +$35.8K +765 +6%
Vanguard Personalized Indexing Management
240
Vanguard Personalized Indexing Management
California
$631K -$116K -2,484 -15%
NAAA
241
New Age Alpha Advisors
New York
$629K -$648K -13,863 -49%
MML Investors Services
242
MML Investors Services
Massachusetts
$627K -$37.1K -794 -5%
AWM
243
AE Wealth Management
Kansas
$623K +$155K +3,310 +30%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$623K
X
245
Xponance
Pennsylvania
$622K -$146K -3,122 -18%
MFG
246
Merit Financial Group
Georgia
$592K +$58.2K +1,244 +10%
Simplex Trading
247
Simplex Trading
Illinois
$575K +$519K +11,095 +526%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$569K -$81.7K -1,747 -12%
FCM
249
Fieldview Capital Management
Michigan
$568K +$609K +13,030 New
OAM
250
Oxford Asset Management
United Kingdom
$568K +$609K +13,027 New