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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$628K +$593K +13,298 New
Baird Financial Group
252
Baird Financial Group
Wisconsin
$628K -$3.88K -87 -0.7%
USAA
253
United Services Automobile Association
Texas
$617K +$61.3K +1,376 +12%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$617K +$288K +6,468 +103%
CAM
255
Cresset Asset Management
Illinois
$600K +$30.2K +678 +6%
SAM
256
Securian Asset Management
Minnesota
$588K -$33.5K -752 -6%
NA
257
NewEdge Advisors
Louisiana
$586K +$114K +2,556 +26%
WPC
258
Wedmont Private Capital
Pennsylvania
$584K +$551K +12,371 New
FCBT
259
First Citizens Bank & Trust
North Carolina
$579K +$13K +291 +2%
Brown Advisory
260
Brown Advisory
Maryland
$576K
AWM
261
Aviso Wealth Management
Washington
$576K +$530K +11,900 New
RGI
262
River Global Investors
United Kingdom
$567K -$3.48K -78 -0.7%
BHCM
263
Brevan Howard Capital Management
Jersey
$564K +$520K +11,658 New
CRC
264
Curi RMB Capital
Illinois
$563K
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$560K
PAS
266
Park Avenue Securities
New York
$545K +$502K +11,265 New
PI
267
PineBridge Investments
New York
$533K -$59.2K -1,328 -11%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$502K +$1.07K +24 +0.2%
AI
269
AdvisorShares Investments
Maryland
$501K -$5.39K -121 -1%
SS
270
Sunbelt Securities
Texas
$496K
VA
271
Vident Advisory
Georgia
$495K +$456K +10,239 New
BC
272
Bartlett & Co
Ohio
$493K
BCWM
273
Bartlett & Co Wealth Management
Ohio
$493K
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$489K +$113K +2,542 +34%
GCP
275
GSA Capital Partners
United Kingdom
$486K -$91K -2,042 -17%