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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
301
HM Payson & Co
Maine
$35K – – –
NIC
302
Northwest Investment Counselors
Oregon
$35K +$30.2K +1,600 New
GWM
303
Geneos Wealth Management
Colorado
$33K – – –
LIM
304
Longfellow Investment Management
Massachusetts
$33K – – –
MA
305
MUFG Americas
New York
$33K – – –
SCA
306
Stonebridge Capital Advisors
Minnesota
$25K +$21.2K +1,124 New
CG
307
Cutler Group
California
$24K -$18.1K -958 -46%
AA
308
Ancora Advisors
Ohio
$22K +$18.9K +1,000 New
OIA
309
Optimum Investment Advisors
Illinois
$21K -$3.02K -160 -14%
Loomis, Sayles & Company
310
Loomis, Sayles & Company
Massachusetts
$20K +$6.16K +326 +54%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$20K +$7.29K +386 +77%
TWM
312
Tradition Wealth Management
Minnesota
$19K – – –
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
PA
314
Parallel Advisors
California
$17K -$3.74K -198 -20%
CFGS
315
Concourse Financial Group Securities
Alabama
$17K – – –
PK
316
Pflug Koory
Nebraska
$17K – – –
VNA
317
Valley National Advisers
Pennsylvania
$17K – – –
AP
318
Atwood & Palmer
Missouri
$16K +$3.35K +177 +31%
AssetMark Inc
319
AssetMark Inc
California
$16K +$13.5K +716 New
HFM
320
Harvest Fund Management
China
$16K +$14.2K +750 New
NL
321
NVWM LLC
Pennsylvania
$15K – – –
BWL
322
Bogart Wealth LLC
Virginia
$14K – – –
PP
323
PrairieView Partners
Minnesota
$13K – – –
QCG
324
Quadrant Capital Group
Ohio
$12K -$19 -1 -0.2%
EWM
325
Endurance Wealth Management
Rhode Island
$11K -$313K -16,585 -97%