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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
276
New Vernon Capital Holdings II
New Jersey
$719K
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$710K +$158K +2,645 +31%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$699K +$26.9K +452 +4%
PCA
279
Pallas Capital Advisors
Massachusetts
$692K +$277K +4,652 +68%
Group One Trading
280
Group One Trading
Illinois
$691K +$142K +2,375 +28%
TC
281
TownSquare Capital
Utah
$690K +$84.5K +1,418 +15%
SAM
282
Securian Asset Management
Minnesota
$690K -$16.3K -274 -2%
DADC
283
D.A. Davidson & Co
Montana
$682K -$60 -1 -0%
I
284
InceptionR
California
$675K +$633K +10,627 New
Jones Financial Companies
285
Jones Financial Companies
Missouri
$674K +$554K +9,297 +714%
SS
286
Sunbelt Securities
Texas
$654K +$1.61K +27 +0.3%
AWM
287
AE Wealth Management
Kansas
$651K -$78.2K -1,312 -11%
FCBT
288
First Citizens Bank & Trust
North Carolina
$646K +$20.1K +337 +3%
LAM
289
Lingohr Asset Management
Germany
$643K
BCWM
290
Bartlett & Co Wealth Management
Ohio
$639K
FBB
291
Fulton Breakefield Broenniman
Maryland
$630K -$5.96K -100 -1%
KeyBank National Association
292
KeyBank National Association
Ohio
$610K -$85.7K -1,438 -13%
IA
293
IFP Advisors
Florida
$607K +$348K +5,846 +158%
CAGAS
294
Capital Advisory Group Advisory Services
Minnesota
$602K +$22.2K +373 +4%
CTA
295
Chesley Taft & Associates
Illinois
$597K
QCM
296
Qsemble Capital Management
New York
$590K +$554K +9,289 New
WPC
297
Wedmont Private Capital
Pennsylvania
$587K +$34.5K +578 +6%
IC
298
IEQ Capital
California
$569K +$533K +8,947 New
PFGIA
299
Patriot Financial Group Insurance Agency
Massachusetts
$567K +$532K +8,927 New
TPA
300
Trivium Point Advisory
Connecticut
$559K +$13.6K +228 +2%