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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$317K -$208K -5,980 -37%
QOP
277
Quinn Opportunity Partners
Virginia
$317K +$348K +10,000 New
BC
278
Burney Company
Virginia
$317K -$1.09M -31,351 -76%
IFU
279
iSAM Funds (UK)
United Kingdom
$314K +$131K +3,756 +61%
DO
280
denkapparat Operations
Germany
$311K
CI
281
CX Institutional
Indiana
$309K +$339K +9,733 New
AWM
282
Aviso Wealth Management
Washington
$303K -$35.1K -1,007 -10%
SAM
283
Securian Asset Management
Minnesota
$297K +$4.53K +130 +1%
Brown Advisory
284
Brown Advisory
Maryland
$295K +$18.9K +542 +6%
HI
285
Harbour Investments
Wisconsin
$292K -$102K -2,931 -24%
THCM
286
Taylor Hoffman Capital Management
Virginia
$287K +$24.6K +705 +8%
HPC
287
HM Payson & Co
Maine
$284K +$272K +7,800 +678%
CPIG
288
Chicago Partners Investment Group
Illinois
$273K +$71K +2,036 +31%
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$271K -$56K -1,607 -16%
TL
290
Tradewinds LLC
North Carolina
$268K
UAM
291
Unifi Asset Management
New York
$265K
I
292
InceptionR
California
$257K +$282K +8,093 New
DWT
293
Dorsey & Whitney Trust
South Dakota
$256K -$20.8K -597 -7%
UCFA
294
United Capital Financial Advisors
Texas
$252K +$277K +7,939 New
VDC
295
Van Diest Capital
Iowa
$238K +$261K +7,502 New
ACA
296
Affinity Capital Advisors
California
$236K +$95.1K +2,728 +58%
IWM
297
IHT Wealth Management
Illinois
$235K +$37.3K +1,069 +17%
Truist Financial
298
Truist Financial
North Carolina
$234K -$336K -9,629 -57%
TPCW
299
TD Private Client Wealth
New York
$231K -$12.4K -355 -5%
IC
300
Inscription Capital
Texas
$226K +$249K +7,133 New