We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
TriaGen Wealth Management
California
$555K +$5.66K +95 +1%
HFM
302
Harvest Fund Management
China
$547K +$272K +4,571 +113%
Credit Agricole
303
Credit Agricole
France
$547K +$513K +8,606 New
TL
304
Tradewinds LLC
North Carolina
$545K
EI
305
Ethic Inc
New York
$543K -$138K -2,315 -17%
DWT
306
Dorsey & Whitney Trust
South Dakota
$523K
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$521K +$54.6K +916 +13%
Fidelity International
308
Fidelity International
Bermuda
$514K +$413K +6,921 +595%
CA
309
CWC Advisors
Oregon
$506K +$475K +7,963 New
Neuberger Berman Group
310
Neuberger Berman Group
New York
$504K -$94.2K -1,580 -17%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$504K -$218K -3,660 -32%
SSA
312
Schonfeld Strategic Advisors
New York
$502K +$151K +2,538 +47%
DWA
313
Dorsey Wright & Associates
California
$497K
PS
314
Principal Securities
Iowa
$494K +$95.6K +1,604 +26%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$483K +$28K +470 +7%
URS
316
Utah Retirement Systems
Utah
$470K
FHA
317
Flagship Harbor Advisors
Massachusetts
$469K +$3.34K +56 +0.8%
SAG
318
SageView Advisory Group
California
$467K -$13.1K -219 -3%
TVM
319
True Vision MN
Minnesota
$467K +$63.9K +1,072 +17%
BBA
320
Baader Bank Aktiengesellschaft
Germany
$464K +$435K +7,295 New
OC
321
Oppenheimer & Co
New York
$461K +$432K +7,250 New
MLL
322
Moody Lynn & Lieberson
Massachusetts
$454K
Focus Partners Wealth
323
Focus Partners Wealth
Massachusetts
$449K +$421K +7,067 New
Balyasny Asset Management
324
Balyasny Asset Management
Illinois
$446K -$66.5K -1,115 -14%
WPW
325
Waldron Private Wealth
Pennsylvania
$443K +$1.31K +22 +0.3%