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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
EF
251
Empowered Funds
Pennsylvania
$632K +$210K +4,228 +57%
CRC
252
Curi RMB Capital
Illinois
$631K
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$628K
AWM
254
AE Wealth Management
Kansas
$627K -$31K -623 -5%
TI
255
Tidal Investments
Wisconsin
$621K -$237K -4,758 -29%
NVCHI
256
New Vernon Capital Holdings II
New Jersey
$614K -$261K -5,243 -32%
SAM
257
Securian Asset Management
Minnesota
$603K -$17.2K -345 -3%
KeyBank National Association
258
KeyBank National Association
Ohio
$598K -$1.04M -20,873 -65%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$597K +$103K +2,065 +23%
USAA
260
United Services Automobile Association
Texas
$591K -$16.2K -325 -3%
AWS
261
Atria Wealth Solutions
New York
$591K +$228K +4,583 +73%
DADC
262
D.A. Davidson & Co
Montana
$582K +$10.7K +214 +2%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$572K +$6.37K +128 +1%
SS
264
Sunbelt Securities
Texas
$557K
FFA
265
Farther Finance Advisors
California
$552K -$5.18K -104 -1%
LAM
266
Lingohr Asset Management
Germany
$549K -$212K -4,254 -30%
PI
267
PineBridge Investments
New York
$547K -$17.2K -345 -3%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$546K
FBB
269
Fulton Breakefield Broenniman
Maryland
$543K
FCBT
270
First Citizens Bank & Trust
North Carolina
$533K -$114K -2,287 -19%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$516K +$145K +2,917 +44%
TC
272
TownSquare Capital
Utah
$512K +$6.62K +133 +1%
CTA
273
Chesley Taft & Associates
Illinois
$510K -$11.1K -222 -2%
TPA
274
Trivium Point Advisory
Connecticut
$498K +$26.5K +533 +6%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$494K