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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
Flagship Harbor Advisors
Massachusetts
$343K -$1.57K -33 -0.5%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$342K -$74.4K -1,565 -18%
WPW
303
Waldron Private Wealth
Pennsylvania
$341K -$855 -18 -0.3%
Truist Financial
304
Truist Financial
North Carolina
$340K -$32.9K -693 -9%
QCM
305
Qsemble Capital Management
New York
$335K +$324K +6,823 New
ProShare Advisors
306
ProShare Advisors
Maryland
$334K -$36.3K -765 -10%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$327K +$43.2K +910 +16%
Neuberger Berman Group
308
Neuberger Berman Group
New York
$324K -$293K -6,158 -48%
KWM
309
Kingsview Wealth Management
Oregon
$320K -$14.8K -311 -5%
DWA
310
Delap Wealth Advisory
Oregon
$314K +$304K +6,398 New
PNC
311
Park National Corp
Ohio
$312K
AWS
312
Atria Wealth Solutions
New York
$309K -$1.19K -25 -0.4%
OQS
313
Occudo Quantitative Strategies
Florida
$308K +$298K +6,276 New
FFN
314
Focus Financial Network
Minnesota
$305K +$4.18K +88 +1%
SCM
315
Shelton Capital Management
Colorado
$305K
CAG
316
Csenge Advisory Group
Florida
$303K +$81.2K +1,710 +38%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$295K +$238K +5,000 +500%
CFGS
318
Concourse Financial Group Securities
Alabama
$290K +$85.4K +1,798 +44%
BFG
319
Bleakley Financial Group
New Jersey
$287K -$59.6K -1,254 -18%
SW
320
Simplicity Wealth
New Jersey
$286K +$277K +5,829 New
RCM
321
Rain Capital Management
Oregon
$279K +$2.28K +48 +0.9%
GSC
322
Grey Street Capital
Illinois
$276K +$266K +5,593 New
AL
323
Arnhold LLC
New York
$275K
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$273K -$373K -7,855 -59%
ECM
325
EMC Capital Management
Texas
$271K -$149K -3,139 -36%