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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$22K -$1.02K -59 -4%
GWM
302
Geneos Wealth Management
Colorado
$20K +$8.57K +496 +50%
OIA
303
Optimum Investment Advisors
Illinois
$18K -$10.6K -616 -36%
PA
304
Parallel Advisors
California
$16K -$8.52K -493 -33%
CTC
305
Central Trust Company
Missouri
$15K
TWM
306
Tradition Wealth Management
Minnesota
$14K +$14.9K +864 New
PWPS
307
Pinnacle Wealth Planning Services
Ohio
$14K +$15.3K +886 New
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$13K
VNA
309
Valley National Advisers
Pennsylvania
$13K
PK
310
Pflug Koory
Nebraska
$13K +$13.7K +792 New
CFGS
311
Concourse Financial Group Securities
Alabama
$12K -$85.9K -4,975 -87%
HGWM
312
Harvest Group Wealth Management
Massachusetts
$12K
NL
313
NVWM LLC
Pennsylvania
$11K
Loomis, Sayles & Company
314
Loomis, Sayles & Company
Massachusetts
$10K +$10.5K +608 New
PP
315
PrairieView Partners
Minnesota
$10K +$10.5K +608 New
NFG
316
Next Financial Group
Texas
$9K -$663K -38,378 -99%
QCG
317
Quadrant Capital Group
Ohio
$9K -$2.12K -123 -19%
AP
318
Atwood & Palmer
Missouri
$9K -$1.38K -80 -12%
VCG
319
Vantage Consulting Group
Virginia
$9K +$9.64K +558 New
BWL
320
Bogart Wealth LLC
Virginia
$9K +$10.7K +620 New
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$8K -$1.99K -115 -19%
PCG
322
Private Capital Group
Connecticut
$8K +$1.38K +80 +2,000%
CA
323
Clearstead Advisors
Ohio
$7K +$7.34K +425 New
BCA
324
Berman Capital Advisors
Georgia
$6K -$1.43K -83 -17%
S
325
SignatureFD
Georgia
$6K -$1.38K -80 -17%