We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
QCM
301
Qsemble Capital Management
New York
$565K +$550K +10,283 New
SS
302
Sunbelt Securities
Texas
$564K
SAM
303
Securian Asset Management
Minnesota
$558K -$10.4K -195 -2%
CAGAS
304
Capital Advisory Group Advisory Services
Minnesota
$555K -$4.01K -75 -0.7%
GC
305
Guggenheim Capital
Illinois
$553K -$58.8K -1,100 -10%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$553K
SC
307
Scotia Capital
Ontario, Canada
$548K +$38.3K +717 +8%
WPC
308
Wedmont Private Capital
Pennsylvania
$539K -$26.2K -491 -5%
Neuberger Berman Group
309
Neuberger Berman Group
New York
$538K -$71.5K -1,338 -12%
CTA
310
Chesley Taft & Associates
Illinois
$530K +$16.9K +317 +3%
AWM
311
AE Wealth Management
Kansas
$517K -$33.9K -635 -6%
FBB
312
Fulton Breakefield Broenniman
Maryland
$506K -$37.4K -700 -7%
USAA
313
United Services Automobile Association
Texas
$501K +$495K +9,266 New
EF
314
Empirical Finance
Pennsylvania
$485K +$4.38K +82 +0.9%
PS
315
Principal Securities
Iowa
$481K
TWM
316
TriaGen Wealth Management
California
$481K -$5.24K -98 -1%
TPA
317
Trivium Point Advisory
Connecticut
$481K -$21.8K -408 -4%
TPCW
318
TD Private Client Wealth
New York
$480K +$95.4K +1,784 +26%
DWT
319
Dorsey & Whitney Trust
South Dakota
$477K +$24.5K +459 +6%
TL
320
Tradewinds LLC
North Carolina
$471K
CAM
321
Cresset Asset Management
Illinois
$471K -$56.8K -1,062 -11%
CAS
322
CTC Alternative Strategies
Illinois
$465K +$452K +8,460 New
CFM
323
Catalyst Funds Management
Australia
$455K +$443K +8,280 New
ACM
324
Advisors Capital Management
New Jersey
$454K +$748 +14 +0.2%
AAS
325
Avantax Advisory Services
Texas
$446K +$64.8K +1,212 +18%