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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
301
EMC Capital Management
Texas
$316K +$13.3K +327 +4%
WP
302
Woodline Partners
California
$313K +$348K +8,574 New
URS
303
Utah Retirement Systems
Utah
$310K
SSG
304
Summit Securities Group
New York
$309K +$311K +7,659 +957%
VT
305
Vise Technologies
New York
$309K -$61.3K -1,509 -15%
CL
306
Choreo LLC
Illinois
$308K
ATC
307
Argent Trust Co
Tennessee
$307K -$122K -3,000 -26%
AWS
308
Atria Wealth Solutions
New York
$300K
PRS
309
Pinkerton Retirement Specialists
Idaho
$295K -$79.8K -1,964 -20%
HFM
310
Harvest Fund Management
China
$295K -$37.4K -920 -10%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K
CL
312
CSS LLC
Illinois
$290K -$165K -4,058 -34%
SCM
313
Shelton Capital Management
Colorado
$288K -$20.4K -503 -6%
WPW
314
Waldron Private Wealth
Pennsylvania
$279K
API
315
Advisor Partners II
California
$272K -$17.3K -426 -5%
DWT
316
Dorsey & Whitney Trust
South Dakota
$269K
GTCM
317
Gyon Technologies Capital Management
New Jersey
$269K +$300K +7,372 New
BFS
318
Bard Financial Services
Connecticut
$265K
SGCA
319
Steel Grove Capital Advisors
Tennessee
$264K -$2.04M -50,183 -87%
SFO
320
Stokes Family Office
Louisiana
$258K -$26.6K -655 -8%
AOWM
321
Alpha Omega Wealth Management
Virginia
$255K -$20.6K -506 -7%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$251K -$2.48K -61 -0.9%
TA
323
TCM Advisors
West Virginia
$245K
CA
324
Cetera Advisors
Colorado
$241K -$18.3K -451 -6%
MWM
325
Meridian Wealth Management
Kentucky
$241K +$268K +6,600 New