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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$314K -$20K -1,060 -7%
CL
252
Choreo LLC
Illinois
$313K
AOWM
253
Alpha Omega Wealth Management
Virginia
$313K +$11.2K +590 +4%
FAM
254
Formidable Asset Management
Ohio
$306K -$114K -6,021 -30%
Brown Advisory
255
Brown Advisory
Maryland
$295K -$43.2K -2,284 -14%
ACI
256
AMP Capital Investors
Australia
$293K -$448K -23,713 -64%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$291K
Mariner
258
Mariner
Kansas
$289K +$250K +13,240 New
BC
259
Bartlett & Co
Ohio
$288K
CAM
260
Claret Asset Management
Quebec, Canada
$287K -$378 -20 -0.2%
BCM
261
Bluefin Capital Management
New York
$283K +$246K +12,993 New
PA
262
Profund Advisors
Maryland
$281K +$243K +12,877 New
KWM
263
Kingsview Wealth Management
Oregon
$278K +$33.1K +1,750 +16%
HW
264
Hancock Whitney
Mississippi
$276K
ACM
265
AlphaCrest Capital Management
New York
$275K -$1.42M -75,006 -86%
BA
266
Bridgewater Associates
Connecticut
$267K +$231K +12,234 New
I
267
INVST
Indiana
$266K +$226K +11,937 New
VAS
268
Vestmark Advisory Solutions
Massachusetts
$257K +$223K +11,790 New
CAGAS
269
Capital Advisory Group Advisory Services
Minnesota
$255K +$12.2K +645 +6%
LS
270
Livforsakringsbolaget Skandia
Sweden
$253K
SFS
271
Sowell Financial Services
Arkansas
$251K +$203K +10,752 New
WAM
272
World Asset Management
Michigan
$240K -$13.3K -706 -6%
FCH
273
Freestone Capital Holdings
Washington
$237K -$106K -5,591 -34%
OCAM
274
Onex Canada Asset Management
Ontario, Canada
$232K
HWAM
275
Hennion & Walsh Asset Management
New Jersey
$229K +$198K +10,499 New