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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LS
276
Livforsakringsbolaget Skandia
Sweden
$273K
EFS
277
Essex Financial Services
Connecticut
$269K +$26.1K +1,075 +10%
Truist Financial
278
Truist Financial
North Carolina
$267K -$179K -7,379 -39%
PAMS
279
Pictet Asset Management (Switzerland)
Switzerland
$258K -$47.6K -1,963 -15%
Brown Advisory
280
Brown Advisory
Maryland
$257K -$24.3K -1,000 -8%
AF
281
Allworth Financial
California
$256K +$2.79K +115 +1%
KAS
282
Kestra Advisory Services
Texas
$246K -$130K -5,345 -34%
CAGAS
283
Capital Advisory Group Advisory Services
Minnesota
$246K +$8.73K +360 +4%
1IA
284
1620 Investment Advisors
Massachusetts
$244K +$251K +10,338 New
OWA
285
One Wealth Advisors
California
$241K -$29.2K -1,205 -11%
PA
286
Profund Advisors
Maryland
$236K -$4.63K -191 -2%
TRCT
287
Tower Research Capital (TRC)
New York
$227K +$22.6K +932 +11%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$220K -$4.41K -182 -2%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$219K
URS
290
Utah Retirement Systems
Utah
$217K -$2.43K -100 -1%
SCM
291
Shelton Capital Management
Colorado
$217K
KFS
292
Kaizen Financial Strategies
California
$216K +$2.3K +95 +1%
Bessemer Group
293
Bessemer Group
New Jersey
$216K +$4.1K +169 +2%
MML Investors Services
294
MML Investors Services
Massachusetts
$210K +$13.3K +550 +7%
LFAS
295
Level Four Advisory Services
Texas
$209K
BAAM
296
Baker Avenue Asset Management
California
$208K +$15K +617 +8%
WCM
297
Wedge Capital Management
North Carolina
$206K -$3.49K -144 -2%
6M
298
6 Meridian
Kansas
$206K +$1.7K +70 +0.8%
ICM
299
Islay Capital Management
Texas
$196K +$77K +3,174 +62%
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K