We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$461K +$3.08K +96 +0.7%
IIM
302
Intact Investment Management
Quebec, Canada
$461K +$125K +3,900 +40%
FI
303
FormulaFolio Investments
Michigan
$450K +$428K +13,373 New
LIC
304
Lodestar Investment Counsel
Illinois
$445K
MA
305
MUFG Americas
New York
$430K +$53.8K +1,679 +15%
BCM
306
Beck Capital Management
Texas
$429K -$7.21K -225 -2%
Axa
307
Axa
France
$429K +$288 +9 +0.1%
DADC
308
D.A. Davidson & Co
Montana
$428K +$32.6K +1,018 +9%
SIM
309
Sentry Investment Management
Wisconsin
$427K
EWM
310
Evercore Wealth Management
New York
$422K
DL
311
Delta Lloyd
Netherlands
$408K
CCG
312
Cypress Capital Group
Florida
$398K +$22.2K +692 +6%
LIA
313
LS Investment Advisors
Michigan
$396K +$47.4K +1,480 +14%
BAM
314
Burnham Asset Management
New York
$392K
BF
315
BOK Financial
Oklahoma
$389K -$27.9K -872 -7%
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$382K +$197K +6,160 +119%
AIM
317
abrdn Investment Management
United Kingdom
$380K -$6.76K -211 -2%
PCM
318
Parsons Capital Management
Rhode Island
$377K -$16K -500 -4%
HFS
319
HL Financial Services
Kentucky
$371K
S
320
SignatureFD
Georgia
$367K
IG
321
ING Group
Netherlands
$365K +$348K +10,850 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$358K +$1.83K +57 +0.5%
QSS
323
Quantitative Systematic Strategies
Florida
$355K +$337K +10,533 New
Natixis Advisors
324
Natixis Advisors
Massachusetts
$350K -$49.4K -1,542 -13%
FM
325
Foster & Motley
Ohio
$346K -$14.5K -452 -4%