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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$394K +$14.2K +570 +4%
I
252
INVST
Indiana
$383K +$13.9K +558 +4%
PRC
253
Pearl River Capital
Michigan
$378K -$899K -36,090 -70%
PAWC
254
P.A.W. Capital
Connecticut
$375K -$374K -15,000 -50%
RC
255
RBF Capital
California
$375K
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$372K
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$368K -$2.09K -84 -0.6%
AOWM
258
Alpha Omega Wealth Management
Virginia
$367K +$11.1K +444 +3%
LB
259
Legacy Bridge
Iowa
$366K
CT
260
Chicago Trust
Illinois
$363K
CL
261
Choreo LLC
Illinois
$344K
VAS
262
Vestmark Advisory Solutions
Massachusetts
$342K +$63.7K +2,558 +23%
VFA
263
Valeo Financial Advisors
Indiana
$341K +$340K +13,655 New
PWP
264
Principle Wealth Partners
Connecticut
$339K
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$336K -$79K -3,173 -19%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$334K
ProShare Advisors
267
ProShare Advisors
Maryland
$330K -$34.5K -1,384 -10%
BC
268
Bartlett & Co
Ohio
$330K
AF
269
Advisornet Financial
Minnesota
$324K +$20.6K +825 +7%
PAMS
270
Pictet Asset Management (Switzerland)
Switzerland
$323K +$321K +12,900 New
Brown Advisory
271
Brown Advisory
Maryland
$298K -$20.6K -827 -6%
CAM
272
Claret Asset Management
Quebec, Canada
$295K -$31.1K -1,250 -10%
LS
273
Livforsakringsbolaget Skandia
Sweden
$290K
OWA
274
One Wealth Advisors
California
$286K +$285K +11,454 New
AF
275
Allworth Financial
California
$269K +$3.01K +121 +1%