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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
RC
251
RBF Capital
California
$238K
LB
252
Legacy Bridge
Iowa
$232K +$222K +12,825 +713%
CT
253
Chicago Trust
Illinois
$230K
CL
254
Choreo LLC
Illinois
$229K -$28K -1,620 -10%
II
255
Inspire Investing
Idaho
$227K +$247K +14,312 New
AOWM
256
Alpha Omega Wealth Management
Virginia
$219K -$13.2K -767 -5%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$213K
GTCM
258
Gyon Technologies Capital Management
New Jersey
$210K +$228K +13,224 New
DCM
259
Dupont Capital Management
Delaware
$210K +$229K +13,252 New
BC
260
Bartlett & Co
Ohio
$209K
CAM
261
Claret Asset Management
Quebec, Canada
$209K +$21.6K +1,250 +10%
HW
262
Hancock Whitney
Mississippi
$201K +$218K +12,650 New
JF
263
Jump Financial
Illinois
$186K -$1.07M -61,870 -84%
UH
264
Unigestion Holding
Switzerland
$186K -$74K -4,284 -27%
LS
265
Livforsakringsbolaget Skandia
Sweden
$184K
WAM
266
World Asset Management
Michigan
$182K -$15.5K -899 -7%
Verition Fund Management
267
Verition Fund Management
Connecticut
$179K -$91.5K -5,297 -32%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$179K -$18.1K -1,046 -8%
LFAS
269
Level Four Advisory Services
Texas
$175K -$25.6K -1,483 -12%
CAGAS
270
Capital Advisory Group Advisory Services
Minnesota
$175K +$36.8K +2,129 +24%
KWM
271
Kingsview Wealth Management
Oregon
$170K -$151K -8,766 -45%
OCAM
272
Onex Canada Asset Management
Ontario, Canada
$169K +$6.91K +400 +4%
SPC
273
Sigma Planning Corp
Michigan
$169K +$184K +10,678 New
LIA
274
LS Investment Advisors
Michigan
$168K
Capstone Investment Advisors
275
Capstone Investment Advisors
New York
$164K -$69.7K -4,038 -28%