We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SS
251
Sunbelt Securities
Texas
$327K +$332K +10,263 New
1IA
252
1620 Investment Advisors
Massachusetts
$326K +$331K +10,239 New
AF
253
Allworth Financial
California
$324K +$12K +372 +4%
BC
254
Bartlett & Co
Ohio
$322K
BCWM
255
Bartlett & Co Wealth Management
Ohio
$322K
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$318K +$7.79K +241 +2%
QCM
257
Quantinno Capital Management
New York
$315K +$320K +9,895 New
EFI
258
EHP Funds Inc
Canada
$306K -$317K -9,800 -51%
HSBC Holdings
259
HSBC Holdings
United Kingdom
$303K -$5.48M -169,621 -95%
SAM
260
Shell Asset Management
Netherlands
$300K +$304K +9,401 New
Susquehanna International Group
261
Susquehanna International Group
Pennsylvania
$297K -$75.1K -2,324 -20%
MCM
262
MAI Capital Management
Ohio
$284K -$163K -5,060 -36%
ProShare Advisors
263
ProShare Advisors
Maryland
$284K -$5.3K -164 -2%
NVCHI
264
New Vernon Capital Holdings II
New Jersey
$283K +$170K +5,253 +145%
TL
265
Tradewinds LLC
North Carolina
$273K
LOAMU
266
Lombard Odier Asset Management (USA)
New York
$273K +$277K +8,561 New
CAM
267
Cresset Asset Management
Illinois
$263K +$265K +8,212 New
URS
268
Utah Retirement Systems
Utah
$261K
DWT
269
Dorsey & Whitney Trust
South Dakota
$261K +$26.6K +825 +11%
KWM
270
Kingsview Wealth Management
Oregon
$258K -$22.4K -693 -8%
CC
271
Centiva Capital
New York
$258K -$604K -18,694 -70%
Vanguard Personalized Indexing Management
272
Vanguard Personalized Indexing Management
California
$257K -$171K -5,307 -40%
LWCFA
273
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K
CL
274
Choreo LLC
Illinois
$255K -$3.62K -112 -1%
VI
275
Vestcor Inc
New Brunswick, Canada
$255K +$74.1K +2,293 +40%