We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$232K +$58.8K +1,592 +42%
BC
302
Belmont Capital
California
$231K +$169K +4,569 +570%
WT
303
Washington Trust
Rhode Island
$229K
Walleye Trading
304
Walleye Trading
New York
$225K +$193K +5,215 New
WP
305
Woodline Partners
California
$224K +$192K +5,210 New
LSA
306
Leonteq Securities AG
Switzerland
$222K +$3.17K +86 +2%
LFAS
307
Level Four Advisory Services
Texas
$220K +$188K +5,103 New
WIC
308
Woodmont Investment Counsel
Tennessee
$217K -$53.8K -1,457 -22%
ACA
309
Affinity Capital Advisors
California
$215K +$185K +5,000 New
BFS
310
Bard Financial Services
Connecticut
$215K +$185K +5,000 New
REMPR
311
Roof Eidam Maycock Peralta (REMP)
California
$215K +$185K +5,000 New
SI
312
Stephens Inc
Arkansas
$215K +$185K +5,000 New
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$211K -$112K -3,044 -38%
LIA
314
LBMC Investment Advisors
Tennessee
$207K +$185K +5,000 New
GIA
315
Guyasuta Investment Advisors
Pennsylvania
$207K +$177K +4,800 New
EBA
316
Eagle Bay Advisors
New York
$204K +$132K +3,588 +310%
IB
317
Intrust Bank
Kansas
$204K +$175K +4,732 New
IPW
318
Impact Partnership Wealth
Georgia
$188K +$161K +4,356 New
UB
319
UMB Bank
Missouri
$184K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$184K +$84.8K +2,297 +116%
AAG
321
Armstrong Advisory Group
Massachusetts
$177K
HFM
322
Harvest Fund Management
China
$174K +$149K +4,048 New
AFA
323
Abacus FCF Advisors
Florida
$164K +$141K +3,816 New
National Bank of Canada
324
National Bank of Canada
Quebec, Canada
$158K
PAG
325
Paladin Advisory Group
Iowa
$154K