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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
301
Sage Rock Capital Management
New York
$140K +$142K +4,400 New
UB
302
UMB Bank
Missouri
$136K
AAG
303
Armstrong Advisory Group
Massachusetts
$131K
C
304
Covestor
United Kingdom
$121K +$20.1K +622 +20%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$119K -$661K -20,461 -85%
PAG
306
Paladin Advisory Group
Iowa
$114K
NA
307
NewEdge Advisors
Louisiana
$103K -$199K -6,158 -66%
SIC
308
Salem Investment Counselors
North Carolina
$96.6K -$16.2K -500 -14%
TAIM
309
TD Ameritrade Investment Management
Nebraska
$84K +$81.4K +2,520 +2,447%
S
310
SignatureFD
Georgia
$76.8K -$4.04K -125 -5%
Bessemer Group
311
Bessemer Group
New Jersey
$75K +$3.97K +123 +5%
CFFP
312
Center for Financial Planning
Michigan
$73.4K
SCM
313
Silvant Capital Management
Georgia
$71.8K
BCV
314
Banque Cantonale Vaudoise
Switzerland
$69K +$69.5K +2,151 New
HNB
315
Huntington National Bank
Ohio
$67.8K -$10.9K -337 -14%
PTC
316
Private Trust Company
Ohio
$67.7K +$16.3K +505 +31%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$63K +$29.3K +907 +84%
NSIM
318
North Star Investment Management
Illinois
$62.9K +$65 +2 +0.1%
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$60K -$326K -10,088 -84%
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.6K
LC
321
Lindbrook Capital
California
$52.5K +$6.88K +213 +15%
IA
322
IFP Advisors
Florida
$52.2K -$1.65K -51 -3%
WP
323
WealthPLAN Partners
Nebraska
$47.5K
TPCW
324
TD Private Client Wealth
New York
$41.4K -$23.3K -720 -36%
QL
325
Quarry LP
New York
$41.1K +$21.8K +674 +109%