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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CIEC
276
Crédit Industriel et Commercial
France
$536K +$58.7K +1,111 +12%
AWM
277
Aviso Wealth Management
Washington
$534K -$71.7K -1,356 -11%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$533K +$469K +8,879 +535%
CF
279
Convergence Financial
Missouri
$531K +$157K +2,973 +40%
WPC
280
Wedmont Private Capital
Pennsylvania
$527K +$63.2K +1,195 +13%
BCWM
281
Bartlett & Co Wealth Management
Ohio
$510K
SAM
282
Securian Asset Management
Minnesota
$507K -$7.35K -139 -1%
CAGAS
283
Capital Advisory Group Advisory Services
Minnesota
$505K
FC
284
FORA Capital
Florida
$497K +$519K +9,821 New
DO
285
denkapparat Operations
Germany
$495K +$518K +9,794 New
CTA
286
Chesley Taft & Associates
Illinois
$489K -$6.61K -125 -1%
AAP
287
Arax Advisory Partners
Colorado
$486K +$374K +7,079 +279%
Brown Advisory
288
Brown Advisory
Maryland
$468K -$3.06K -58 -0.6%
Capstone Investment Advisors
289
Capstone Investment Advisors
New York
$466K +$487K +9,216 New
FBB
290
Fulton Breakefield Broenniman
Maryland
$461K
PI
291
PineBridge Investments
New York
$461K -$1.11M -20,925 -70%
TWM
292
TriaGen Wealth Management
California
$455K +$17.2K +326 +4%
OQS
293
Occudo Quantitative Strategies
Florida
$451K +$472K +8,922 New
DWT
294
Dorsey & Whitney Trust
South Dakota
$436K -$3.86K -73 -0.8%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$435K +$183K +3,467 +67%
TL
296
Tradewinds LLC
North Carolina
$434K +$453K +8,581 New
BTI
297
Blue Trust Inc
Georgia
$427K -$27.8K -526 -6%
ACM
298
Advisors Capital Management
New Jersey
$422K -$1.16K -22 -0.3%
HI
299
Harbour Investments
Wisconsin
$421K +$90.8K +1,719 +26%
GCP
300
GSA Capital Partners
United Kingdom
$418K +$99.6K +1,884 +30%