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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
276
Curi RMB Capital
Illinois
$584K +$125K +3,585 +30%
LB
277
Legacy Bridge
Iowa
$581K
RC
278
RBF Capital
California
$571K
AG
279
Ascent Group
Virginia
$545K +$499K +14,314 New
HFS
280
Hantz Financial Services
Michigan
$545K +$290K +8,309 +139%
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$544K
PCA
282
Pallas Capital Advisors
Massachusetts
$542K +$496K +14,225 New
AF
283
Allworth Financial
California
$540K +$258K +7,410 +110%
SLAM
284
Swiss Life Asset Management
$527K +$66.5K +1,908 +16%
NAAA
285
New Age Alpha Advisors
New York
$526K -$10.7K -306 -2%
AWP
286
Abacus Wealth Partners
California
$503K +$15.5K +446 +3%
DADC
287
D.A. Davidson & Co
Montana
$477K +$437K +12,533 New
ACA
288
Affinity Capital Advisors
California
$474K +$163K +4,666 +63%
Blackstone Inc
289
Blackstone Inc
New York
$462K +$422K +12,124 New
Aviva
290
Aviva
United Kingdom
$453K +$414K +11,893 New
SW
291
Simplicity Wealth
New Jersey
$447K +$409K +11,731 New
P
292
&Partners
Tennessee
$446K -$1.88K -54 -0.5%
KF
293
Krilogy Financial
Missouri
$444K +$406K +11,663 New
OAC
294
OMERS Administration Corp
Ontario, Canada
$442K +$404K +11,600 New
FDP
295
Financiere des Professionnels
Quebec, Canada
$439K +$401K +11,523 New
NAM
296
NorthCrest Asset Manangement
Minnesota
$438K +$394K +11,317 New
FMI
297
Frec Markets Inc
California
$428K +$392K +11,239 New
FRA
298
Frank Rimerman Advisors
California
$426K +$390K +11,192 New
EWA
299
EP Wealth Advisors
California
$420K +$141K +4,049 +58%
WFI
300
West Family Investments
California
$416K +$381K +10,929 New