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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$538K +$73.2K +1,246 +14%
SS
302
Sunbelt Securities
Texas
$535K -$1.59K -27 -0.3%
BFM
303
Boothbay Fund Management
New York
$534K +$593K +10,098 New
BCWM
304
Bartlett & Co Wealth Management
Ohio
$532K
Osaic Holdings
305
Osaic Holdings
Arizona
$531K -$1.95M -33,222 -77%
AWM
306
AE Wealth Management
Kansas
$531K -$11.6K -197 -2%
FBB
307
Fulton Breakefield Broenniman
Maryland
$524K
WPC
308
Wedmont Private Capital
Pennsylvania
$515K +$5.88K +100 +1%
IA
309
IFP Advisors
Florida
$511K +$6.99K +119 +1%
CAM
310
Cresset Asset Management
Illinois
$509K -$984K -16,737 -64%
Envestnet Portfolio Solutions
311
Envestnet Portfolio Solutions
Illinois
$501K +$75.8K +1,290 +16%
CTA
312
Chesley Taft & Associates
Illinois
$494K -$3.47K -59 -0.6%
SC
313
Scotia Capital
Ontario, Canada
$489K +$544K +9,262 New
TCM
314
Teza Capital Management
Illinois
$487K -$1.97M -33,566 -78%
TPA
315
Trivium Point Advisory
Connecticut
$484K -$15K -256 -3%
PS
316
Principal Securities
Iowa
$481K +$78.6K +1,338 +17%
TWM
317
TriaGen Wealth Management
California
$468K +$6.88K +117 +1%
EF
318
Empirical Finance
Pennsylvania
$462K +$514K +8,751 New
TL
319
Tradewinds LLC
North Carolina
$449K
Walleye Trading
320
Walleye Trading
New York
$445K +$495K +8,425 New
SSA
321
Schonfeld Strategic Advisors
New York
$439K +$24.1K +410 +5%
ACM
322
Advisors Capital Management
New Jersey
$437K +$485K +8,261 New
DWT
323
Dorsey & Whitney Trust
South Dakota
$435K
CIBC World Market
324
CIBC World Market
Ontario, Canada
$429K +$30.9K +525 +7%
VI
325
Vestcor Inc
New Brunswick, Canada
$423K -$653K -11,107 -58%