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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Paladin Advisory Group
Iowa
$94K +$87K +3,584 New
IA
302
IFP Advisors
Florida
$89K -$100K -4,140 -58%
PFS
303
Prospera Financial Services
Texas
$71K +$66.4K +2,735 New
MCC
304
Money Concepts Capital
Florida
$71K +$66.5K +2,740 New
HNB
305
Huntington National Bank
Ohio
$63K – – –
DBG
306
De Burlo Group
Massachusetts
$62.5K +$58.3K +2,400 New
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$61K -$65.9K -2,713 -54%
SCM
308
Silvant Capital Management
Georgia
$59K – – –
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K – – –
NSIM
310
North Star Investment Management
Illinois
$51K +$49 +2 +0.1%
Nomura Asset Management
311
Nomura Asset Management
Japan
$48.4K +$45.1K +1,860 New
NFSG
312
Newbridge Financial Services Group
Florida
$46K +$30.3K +1,250 +250%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$45K -$25.2K -1,038 -38%
HPC
314
HM Payson & Co
Maine
$42K – – –
HIIFS
315
Harel Insurance Investments & Financial Services
Israel
$40K -$3.13K -129 -8%
MA
316
MUFG Americas
New York
$40K – – –
Amundi
317
Amundi
France
$36K -$2.51M -103,545 -99%
ACM
318
Aquatic Capital Management
Illinois
$36K -$72.8K -3,000 -68%
LC
319
Lindbrook Capital
California
$33K – – –
PA
320
Parallel Advisors
California
$30K +$7.96K +328 +40%
CC
321
Corsicana & Co
Texas
$27K – – –
LIM
322
Longfellow Investment Management
Massachusetts
$27K – – –
BWL
323
Bogart Wealth LLC
Virginia
$26K – – –
TWM
324
Tradition Wealth Management
Minnesota
$22K – – –
EI
325
Ellevest Inc
New York
$22K +$9.42K +388 +88%