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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
OQS
251
Occudo Quantitative Strategies
Florida
$349K +$122K +5,135 +53%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$346K -$8.03K -339 -2%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$346K
LB
254
Legacy Bridge
Iowa
$343K
ProShare Advisors
255
ProShare Advisors
Maryland
$342K -$7.15K -302 -2%
AWM
256
AE Wealth Management
Kansas
$341K +$344K +14,543 New
CT
257
Chicago Trust
Illinois
$340K
DT
258
Diversified Trust
Tennessee
$339K +$342K +14,444 New
AOWM
259
Alpha Omega Wealth Management
Virginia
$334K -$3.58K -151 -1%
CIAS
260
Capital Investment Advisory Services
North Carolina
$324K -$104K -4,399 -24%
CL
261
Choreo LLC
Illinois
$323K -$13.4K -566 -4%
IC
262
Inscription Capital
Texas
$318K +$321K +13,540 New
PWP
263
Principle Wealth Partners
Connecticut
$318K +$321K +13,540 New
ACI
264
AMP Capital Investors
Australia
$315K
BCWM
265
Bartlett & Co Wealth Management
Ohio
$314K
BC
266
Bartlett & Co
Ohio
$310K
CAM
267
Claret Asset Management
Quebec, Canada
$306K -$3.31K -140 -1%
PA
268
Profund Advisors
Maryland
$306K +$4.69K +198 +2%
PAMU
269
Pictet Asset Management (UK)
United Kingdom
$303K -$63.9K -2,700 -17%
Brown Advisory
270
Brown Advisory
Maryland
$299K -$18.3K -773 -6%
KWM
271
Kingsview Wealth Management
Oregon
$296K
HW
272
Hancock Whitney
Mississippi
$290K -$7.32K -309 -2%
AF
273
Advisornet Financial
Minnesota
$285K +$171K +7,210 +146%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$283K +$285K +12,054 New
LS
275
Livforsakringsbolaget Skandia
Sweden
$272K