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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$420K +$141K +4,049 +58%
WFI
302
West Family Investments
California
$416K +$381K +10,929 New
NAS
303
Nykredit A/S
Denmark
$407K +$372K +10,685 New
Natixis Advisors
304
Natixis Advisors
Massachusetts
$398K +$365K +10,472 New
BAAM
305
Baker Avenue Asset Management
California
$394K +$361K +10,354 New
HighTower Advisors
306
HighTower Advisors
Illinois
$394K -$370K -10,618 -51%
SAM
307
Securian Asset Management
Minnesota
$393K – – –
WA
308
Waverly Advisors
Alabama
$389K +$356K +10,223 New
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$385K -$114K -3,258 -24%
SC
310
Syon Capital
California
$382K +$350K +10,034 New
AWA
311
Arkadios Wealth Advisors
Georgia
$381K +$348K +9,997 New
CI
312
CX Institutional
Indiana
$378K +$7.14K +205 +2%
CA
313
CWC Advisors
Oregon
$373K -$17.1K -490 -5%
Federated Hermes
314
Federated Hermes
Pennsylvania
$373K -$9.82K -282 -3%
CFG
315
Citizens Financial Group
Rhode Island
$368K +$334K +9,586 New
AWM
316
Aviso Wealth Management
Washington
$367K +$2.96K +85 +0.9%
TRCT
317
Tower Research Capital (TRC)
New York
$362K +$187K +5,361 +130%
CFM
318
Compass Financial Management
Florida
$357K +$327K +9,381 New
Brown Advisory
319
Brown Advisory
Maryland
$348K -$5.43K -156 -2%
THCM
320
Taylor Hoffman Capital Management
Virginia
$344K – – –
ECM
321
Evergreen Capital Management
Washington
$344K +$88.5K +2,539 +40%
EPW
322
Evolve Private Wealth
California
$343K +$311K +8,918 New
DT
323
Diversified Trust
Tennessee
$339K +$310K +8,905 New
BA
324
Bridgewater Associates
Connecticut
$334K -$1.32M -37,770 -81%
HPC
325
HM Payson & Co
Maine
$333K -$6.97K -200 -2%