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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
IFP Advisors
Florida
$89K -$100K -4,140 -58%
PFS
302
Prospera Financial Services
Texas
$71K +$66.4K +2,735 New
MCC
303
Money Concepts Capital
Florida
$71K +$66.5K +2,740 New
HNB
304
Huntington National Bank
Ohio
$63K
DBG
305
De Burlo Group
Massachusetts
$62.5K +$58.3K +2,400 New
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$61K -$65.9K -2,713 -54%
SCM
307
Silvant Capital Management
Georgia
$59K
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K
NSIM
309
North Star Investment Management
Illinois
$51K +$49 +2 +0.1%
Nomura Asset Management
310
Nomura Asset Management
Japan
$48.4K +$45.1K +1,860 New
NFSG
311
Newbridge Financial Services Group
Florida
$46K +$30.3K +1,250 +250%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$25.2K -1,038 -38%
HPC
313
HM Payson & Co
Maine
$42K
HIIFS
314
Harel Insurance Investments & Financial Services
Israel
$40K -$3.13K -129 -8%
MA
315
MUFG Americas
New York
$40K
Amundi
316
Amundi
France
$36K -$2.51M -103,545 -99%
ACM
317
Aquatic Capital Management
Illinois
$36K -$72.8K -3,000 -68%
LC
318
Lindbrook Capital
California
$33K
PA
319
Parallel Advisors
California
$30K +$7.96K +328 +40%
CC
320
Corsicana & Co
Texas
$27K
LIM
321
Longfellow Investment Management
Massachusetts
$27K
BWL
322
Bogart Wealth LLC
Virginia
$26K
TWM
323
Tradition Wealth Management
Minnesota
$22K
EI
324
Ellevest Inc
New York
$22K +$9.42K +388 +88%
VNA
325
Valley National Advisers
Pennsylvania
$21K