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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
276
Verition Fund Management
Connecticut
$493K +$453K +9,091 New
MCM
277
MAI Capital Management
Ohio
$478K -$15.2K -306 -3%
WPC
278
Wedmont Private Capital
Pennsylvania
$477K +$31.8K +639 +8%
TWM
279
TriaGen Wealth Management
California
$469K +$10.1K +203 +2%
TL
280
Tradewinds LLC
North Carolina
$465K
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$462K +$148K +2,972 +54%
Group One Trading
282
Group One Trading
Illinois
$461K +$423K +8,503 New
1IA
283
1620 Investment Advisors
Massachusetts
$457K
GCM
284
Gladius Capital Management
Illinois
$448K +$281K +5,637 +215%
DWT
285
Dorsey & Whitney Trust
South Dakota
$446K
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
$441K -$172K -3,453 -30%
DWA
287
Dorsey Wright & Associates
California
$424K -$1.47M -29,459 -79%
BMCM
288
Burns Matteson Capital Management
New York
$415K -$37.3K -749 -9%
SAG
289
SageView Advisory Group
California
$411K -$119K -2,394 -24%
URS
290
Utah Retirement Systems
Utah
$401K -$29.9K -600 -8%
LAM
291
LECAP Asset Management
United Kingdom
$401K +$368K +7,393 New
FHA
292
Flagship Harbor Advisors
Massachusetts
$397K +$17.1K +343 +5%
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$395K +$102K +2,048 +39%
Bank of Nova Scotia
294
Bank of Nova Scotia
Ontario, Canada
$391K +$12.5K +251 +4%
MLL
295
Moody Lynn & Lieberson
Massachusetts
$387K
CIBC World Market
296
CIBC World Market
Ontario, Canada
$387K +$23.6K +475 +7%
PCA
297
Pallas Capital Advisors
Massachusetts
$382K +$343K +6,886 New
JF
298
Jump Financial
Illinois
$380K -$697K -14,000 -67%
WPW
299
Waldron Private Wealth
Pennsylvania
$379K +$1.79K +36 +0.5%
FFN
300
Focus Financial Network
Minnesota
$371K +$1.84K +37 +0.6%