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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IA
301
Inspire Advisors
Idaho
$392K +$96.8K +2,288 +33%
ProShare Advisors
302
ProShare Advisors
Maryland
$386K -$4.19K -99 -1%
HFM
303
Harvest Fund Management
China
$383K -$3.26K -77 -0.8%
ASN
304
Advisory Services Network
Georgia
$380K +$60.9K +1,440 +19%
TL
305
Tradewinds LLC
North Carolina
$365K
GI
306
GAMCO Investors
Connecticut
$362K -$592K -14,000 -62%
URS
307
Utah Retirement Systems
Utah
$362K -$8.46K -200 -2%
CL
308
Choreo LLC
Illinois
$359K -$889 -21 -0.3%
SCM
309
Shelton Capital Management
Colorado
$357K -$34.8K -822 -9%
ECM
310
EMC Capital Management
Texas
$354K
NC
311
NinePointTwo Capital
California
$350K +$349K +8,242 New
AWS
312
Atria Wealth Solutions
New York
$349K +$47.1K +1,112 +16%
IWC
313
Integrated Wealth Concepts
Massachusetts
$349K +$348K +8,214 New
BCM
314
Bayesian Capital Management
New York
$345K -$635K -15,000 -65%
LWCFA
315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
TRCT
316
Tower Research Capital (TRC)
New York
$341K -$148K -3,500 -30%
HCM
317
Hodges Capital Management
Texas
$340K -$508K -12,000 -60%
API
318
Advisor Partners II
California
$335K +$334K +7,886 New
SFO
319
Stokes Family Office
Louisiana
$329K +$43.6K +1,030 +15%
AOWM
320
Alpha Omega Wealth Management
Virginia
$319K -$237K -5,595 -43%
DWT
321
Dorsey & Whitney Trust
South Dakota
$313K
BFS
322
Bard Financial Services
Connecticut
$308K
PA
323
Profund Advisors
Maryland
$300K -$21.2K -502 -7%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$295K +$200K +4,720 +213%
TWM
325
TriaGen Wealth Management
California
$285K +$2.12K +50 +0.8%