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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
FC
301
Farringdon Capital
United Kingdom
$540K +$568K +9,838 New
CTA
302
Chesley Taft & Associates
Illinois
$537K +$7.39K +128 +1%
PD
303
Point72 (DIFC)
United Arab Emirates
$531K +$559K +9,673 New
CIEC
304
Crédit Industriel et Commercial
France
$521K +$548K +9,493 New
AWM
305
AE Wealth Management
Kansas
$515K -$1.5K -26 -0.3%
Aviva
306
Aviva
United Kingdom
$512K +$539K +9,335 New
WPC
307
Wedmont Private Capital
Pennsylvania
$512K +$5.6K +97 +1%
Brown Advisory
308
Brown Advisory
Maryland
$511K -$152K -2,628 -22%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$510K +$537K +9,300 New
SPA
310
Sherbrooke Park Advisers
New York
$500K +$526K +9,113 New
FBB
311
Fulton Breakefield Broenniman
Maryland
$500K -$6.35K -110 -1%
BTI
312
Blue Trust Inc
Georgia
$492K +$55.4K +959 +12%
MFG
313
Merit Financial Group
Georgia
$486K +$119K +2,060 +30%
TPCW
314
TD Private Client Wealth
New York
$478K -$1.79K -31 -0.4%
DWT
315
Dorsey & Whitney Trust
South Dakota
$477K
TWM
316
TriaGen Wealth Management
California
$476K -$4.45K -77 -0.9%
GCM
317
Gallacher Capital Management
Colorado
$467K +$210K +3,631 +75%
TPA
318
Trivium Point Advisory
Connecticut
$462K -$19.2K -333 -4%
ACM
319
Advisors Capital Management
New Jersey
$460K +$5.6K +97 +1%
SCM
320
Sterling Capital Management
North Carolina
$458K +$76.6K +1,327 +19%
BCM
321
Bayesian Capital Management
New York
$457K -$930K -16,100 -66%
IPW
322
Impact Partnership Wealth
Georgia
$449K +$220K +3,802 +87%
IA
323
IFP Advisors
Florida
$441K -$35.1K -608 -8%
TA
324
TCM Advisors
West Virginia
$439K
AI
325
AdvisorShares Investments
Maryland
$439K +$462K +8,000 New