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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
301
Nykredit A/S
Denmark
$407K +$372K +10,685 New
Natixis Advisors
302
Natixis Advisors
Massachusetts
$398K +$365K +10,472 New
BAAM
303
Baker Avenue Asset Management
California
$394K +$361K +10,354 New
HighTower Advisors
304
HighTower Advisors
Illinois
$394K -$370K -10,618 -51%
SAM
305
Securian Asset Management
Minnesota
$393K
WA
306
Waverly Advisors
Alabama
$389K +$356K +10,223 New
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$385K -$114K -3,258 -24%
SC
308
Syon Capital
California
$382K +$350K +10,034 New
AWA
309
Arkadios Wealth Advisors
Georgia
$381K +$348K +9,997 New
CI
310
CX Institutional
Indiana
$378K +$7.14K +205 +2%
CA
311
CWC Advisors
Oregon
$373K -$17.1K -490 -5%
Federated Hermes
312
Federated Hermes
Pennsylvania
$373K -$9.82K -282 -3%
CFG
313
Citizens Financial Group
Rhode Island
$368K +$334K +9,586 New
AWM
314
Aviso Wealth Management
Washington
$367K +$2.96K +85 +0.9%
TRCT
315
Tower Research Capital (TRC)
New York
$362K +$187K +5,361 +130%
CFM
316
Compass Financial Management
Florida
$357K +$327K +9,381 New
Brown Advisory
317
Brown Advisory
Maryland
$348K -$5.43K -156 -2%
THCM
318
Taylor Hoffman Capital Management
Virginia
$344K
ECM
319
Evergreen Capital Management
Washington
$344K +$88.5K +2,539 +40%
EPW
320
Evolve Private Wealth
California
$343K +$311K +8,918 New
DT
321
Diversified Trust
Tennessee
$339K +$310K +8,905 New
BA
322
Bridgewater Associates
Connecticut
$334K -$1.32M -37,770 -81%
HPC
323
HM Payson & Co
Maine
$333K -$6.97K -200 -2%
FIC
324
FCG Investment Company
Tennessee
$331K +$303K +8,690 New
WA
325
Waddell & Associates
Tennessee
$321K +$294K +8,438 New