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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
301
Argent Trust Co
Tennessee
$248K -$50.8K -1,374 -16%
AOWM
302
Alpha Omega Wealth Management
Virginia
$247K +$888 +24 +0.3%
ACM
303
Aquatic Capital Management
Illinois
$247K -$166K -4,500 -39%
KAS
304
Kestra Advisory Services
Texas
$247K -$67.2K -1,817 -21%
CSS
305
Cubist Systematic Strategies
Connecticut
$240K -$3.61M -97,590 -93%
WIC
306
Woodmont Investment Counsel
Tennessee
$229K
WPW
307
Waldron Private Wealth
Pennsylvania
$226K -$6.03K -163 -2%
AWS
308
Atria Wealth Solutions
New York
$226K -$66.3K -1,793 -22%
FFN
309
Focus Financial Network
Minnesota
$224K +$1.89K +51 +0.8%
PNC
310
Park National Corp
Ohio
$224K -$2.77K -75 -1%
CA
311
Cetera Advisors
Colorado
$223K -$10.8K -292 -4%
MWPCG
312
Measured Wealth Private Client Group
New Hampshire
$221K +$25.9K +699 +13%
BFS
313
Bard Financial Services
Connecticut
$220K -$37K -1,000 -14%
JMPWA
314
JP Morgan Private Wealth Advisors
California
$217K +$8.51K +230 +4%
FHA
315
Flagship Harbor Advisors
Massachusetts
$212K
SPA
316
Sherbrooke Park Advisers
New York
$204K -$14.8K -400 -6%
CAN
317
Cetera Advisor Networks
California
$204K +$214K +5,779 New
VI
318
Vestcor Inc
New Brunswick, Canada
$201K -$462K -12,499 -69%
WT
319
Washington Trust
Rhode Island
$187K
First Manhattan
320
First Manhattan
New York
$176K
UB
321
UMB Bank
Missouri
$151K
AAG
322
Armstrong Advisory Group
Massachusetts
$145K
CF
323
Centaurus Financial
California
$144K +$151K +4,085 New
NVCHI
324
New Vernon Capital Holdings II
New Jersey
$127K +$1.81K +49 +1%
PAG
325
Paladin Advisory Group
Iowa
$126K +$133K +3,584 New