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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
301
Blue Trust Inc
Georgia
$225K +$8.09K +232 +3%
PNC
302
Park National Corp
Ohio
$222K -$12.5K -360 -5%
IAIM
303
International Assets Investment Management
Florida
$222K +$243K +6,975 New
EWA
304
EP Wealth Advisors
California
$222K +$243K +6,982 New
AF
305
Allworth Financial
California
$214K +$34.1K +979 +17%
URS
306
Utah Retirement Systems
Utah
$213K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$212K +$211K +6,050 +979%
Ensign Peak Advisors
308
Ensign Peak Advisors
Utah
$209K -$174K -4,991 -43%
KeyBank National Association
309
KeyBank National Association
Ohio
$207K +$65.3K +1,875 +40%
DnB Asset Management
310
DnB Asset Management
Norway
$207K +$227K +6,509 New
IC
311
IEQ Capital
California
$206K +$226K +6,498 New
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$206K
SCI
313
Silver Coast Investments
United States
$204K
ECM
314
Evergreen Capital Management
Washington
$203K +$224K +6,421 New
MWM
315
MOKAN Wealth Management
Kansas
$202K +$2.09K +60 +1%
HFS
316
Hantz Financial Services
Michigan
$190K +$94.1K +2,700 +82%
Acadian Asset Management
317
Acadian Asset Management
Massachusetts
$189K -$2.47M -70,968 -92%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$169K
UB
319
UMB Bank
Missouri
$157K +$34.3K +984 +25%
Mirae Asset Global ETFs Holdings
320
Mirae Asset Global ETFs Holdings
Hong Kong
$150K +$12.4K +357 +8%
SAM
321
Smartleaf Asset Management
Massachusetts
$141K +$111K +3,192 +253%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$134K +$22.9K +658 +18%
BBHC
323
Brown Brothers Harriman & Co
New York
$133K
1IA
324
1620 Investment Advisors
Massachusetts
$132K +$12.2K +350 +9%
TRCT
325
Tower Research Capital (TRC)
New York
$131K -$119K -3,414 -45%