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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Bleakley Financial Group
New Jersey
$343K +$316K +7,089 New
SS
302
Simplicity Solutions
Minnesota
$343K +$316K +7,089 New
FHA
303
Flagship Harbor Advisors
Massachusetts
$340K +$36.5K +819 +13%
SGCA
304
Steel Grove Capital Advisors
Tennessee
$340K -$8.91K -200 -3%
Acadian Asset Management
305
Acadian Asset Management
Massachusetts
$339K +$254K +5,701 +431%
WPW
306
Waldron Private Wealth
Pennsylvania
$337K +$713 +16 +0.2%
SEC
307
Seven Eight Capital
New York
$334K -$2.43M -54,609 -89%
KWM
308
Kingsview Wealth Management
Oregon
$330K
FFN
309
Focus Financial Network
Minnesota
$315K +$2.18K +49 +0.8%
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
$312K +$287K +6,440 New
MAM
311
Martingale Asset Management
Massachusetts
$309K +$285K +6,393 New
PNC
312
Park National Corp
Ohio
$307K
AWS
313
Atria Wealth Solutions
New York
$306K +$1.2K +27 +0.4%
LP
314
LMR Partners
United Kingdom
$303K +$279K +6,256 New
SAM
315
Smartleaf Asset Management
Massachusetts
$302K +$276K +6,182 New
SCM
316
Shelton Capital Management
Colorado
$300K -$38.4K -861 -12%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$278K +$256K +5,745 New
RCM
318
Rain Capital Management
Oregon
$272K +$1.87K +42 +0.8%
CAN
319
Cetera Advisor Networks
California
$272K +$251K +5,629 New
AL
320
Arnhold LLC
New York
$271K
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$268K -$431K -9,663 -64%
Two Sigma Investments
322
Two Sigma Investments
New York
$266K +$245K +5,500 New
IWM
323
IHT Wealth Management
Illinois
$266K +$245K +5,492 New
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$265K +$53K +1,190 +28%
BC
325
Belmont Capital
California
$262K +$1.78K +40 +0.7%