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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
URS
301
Utah Retirement Systems
Utah
$307K
TL
302
Tradewinds LLC
North Carolina
$303K +$265K +8,581 New
CL
303
Choreo LLC
Illinois
$299K +$648 +21 +0.3%
ECM
304
EMC Capital Management
Texas
$294K +$86.2K +2,793 +50%
LWCFA
305
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K
PP
306
Paloma Partners
Connecticut
$283K -$957K -31,000 -79%
EHWM
307
Eads & Heald Wealth Management
Georgia
$279K -$7.87K -255 -3%
OFG
308
OmniStar Financial Group
North Carolina
$274K -$455K -14,741 -65%
AP
309
Advisor Partners
California
$268K +$235K +7,598 New
PA
310
Profund Advisors
Maryland
$266K -$78.7K -2,549 -25%
ASN
311
Advisory Services Network
Georgia
$266K +$232K +7,519 New
SI
312
Stephens Inc
Arkansas
$265K +$232K +7,500 New
DWT
313
Dorsey & Whitney Trust
South Dakota
$260K +$228K +7,372 New
BFS
314
Bard Financial Services
Connecticut
$256K +$224K +7,250 New
CAGAS
315
Capital Advisory Group Advisory Services
Minnesota
$251K
CIBC World Market
316
CIBC World Market
Ontario, Canada
$251K +$219K +7,102 New
AWS
317
Atria Wealth Solutions
New York
$250K +$217K +7,041 New
SEC
318
Seven Eight Capital
New York
$248K -$4.28M -138,609 -95%
CP
319
CenterBook Partners
Connecticut
$248K +$217K +7,027 New
JMPWA
320
JP Morgan Private Wealth Advisors
California
$246K +$215K +6,956 New
DT
321
Diversified Trust
Tennessee
$246K +$215K +6,961 New
FCH
322
Freestone Capital Holdings
Washington
$245K -$41.8K -1,353 -16%
IA
323
Inspire Advisors
Idaho
$245K +$214K +6,924 New
Holocene Advisors
324
Holocene Advisors
New York
$244K -$4.15M -134,453 -95%
BDF
325
Balasa Dinverno & Foltz
$238K +$208K +6,743 New