We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CL
276
Choreo LLC
Illinois
$345K
DA
277
Duality Advisers
Florida
$341K +$292K +7,917 New
GC
278
Globeflex Capital
California
$335K
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$326K +$280K +7,575 New
API
280
Advisor Partners II
California
$324K -$1.25K -34 -0.4%
Truist Financial
281
Truist Financial
North Carolina
$315K -$812K -21,995 -75%
VRS
282
Virginia Retirement Systems
Virginia
$314K -$2.66M -72,100 -91%
SGCA
283
Steel Grove Capital Advisors
Tennessee
$311K
SCM
284
Shelton Capital Management
Colorado
$304K -$16.2K -439 -6%
CG
285
Cutler Group
California
$304K +$261K +7,072 New
WG
286
Winton Group
United Kingdom
$300K +$257K +6,963 New
WPW
287
Waldron Private Wealth
Pennsylvania
$300K +$4.58K +124 +2%
KWM
288
Kingsview Wealth Management
Oregon
$294K -$46.8K -1,268 -16%
FFN
289
Focus Financial Network
Minnesota
$278K +$2.18K +59 +0.9%
TC
290
TownSquare Capital
Utah
$277K +$2.25K +61 +1%
PNC
291
Park National Corp
Ohio
$274K
AWS
292
Atria Wealth Solutions
New York
$271K -$2.88K -78 -1%
Neuberger Berman Group
293
Neuberger Berman Group
New York
$271K -$61.6K -1,667 -21%
FHA
294
Flagship Harbor Advisors
Massachusetts
$267K +$229K +6,200 New
AOWM
295
Alpha Omega Wealth Management
Virginia
$246K +$211K +5,713 New
TSS
296
Two Sigma Securities
New York
$243K +$208K +5,637 New
AL
297
Arnhold LLC
New York
$241K +$207K +5,600 New
RCM
298
Rain Capital Management
Oregon
$241K +$206K +5,590 New
SFO
299
Stokes Family Office
Louisiana
$238K +$204K +5,532 New
Envestnet Portfolio Solutions
300
Envestnet Portfolio Solutions
Illinois
$238K +$204K +5,528 New