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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
Inscription Capital
Texas
$321K +$45.3K +1,299 +18%
JTWM
327
Jackson Thornton Wealth Management
Alabama
$314K +$287K +8,249 New
DWT
328
Dorsey & Whitney Trust
South Dakota
$310K +$2.65K +76 +0.9%
BC
329
Bayforest Capital
United Kingdom
$309K +$283K +8,109 New
KCP
330
Kera Capital Partners
California
$307K +$281K +8,065 New
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$172K +4,924 +160%
EWM
332
Empirical Wealth Management
Washington
$303K +$277K +7,963 New
MWM
333
Mission Wealth Management
California
$301K +$275K +7,904 New
SC
334
Savant Capital
Illinois
$297K +$259K +7,421 New
AC
335
AlphaCore Capital
California
$289K +$262K +7,531 New
CIA
336
Caerus Investment Advisors
Texas
$283K +$259K +7,443 New
TPCW
337
TD Private Client Wealth
New York
$277K -$35 -1 -0%
BTI
338
Blue Trust Inc
Georgia
$275K +$4.36K +125 +2%
KeyBank National Association
339
KeyBank National Association
Ohio
$271K +$20.7K +593 +9%
OIA
340
OneDigital Investment Advisors
Kansas
$266K +$243K +6,978 New
Mirae Asset Global ETFs Holdings
341
Mirae Asset Global ETFs Holdings
Hong Kong
$262K +$74.6K +2,141 +45%
PNC
342
Park National Corp
Ohio
$259K -$6.9K -198 -3%
AC
343
Allstate Corporation
Illinois
$259K +$237K +6,800 New
Truist Financial
344
Truist Financial
North Carolina
$259K -$19.8K -569 -8%
URS
345
Utah Retirement Systems
Utah
$256K
HIP
346
HUB Investment Partners
Texas
$254K +$232K +6,665 New
BAM
347
Blueshift Asset Management
New Jersey
$248K -$303K -8,699 -57%
ECM
348
Everence Capital Management
Indiana
$248K +$227K +6,506 New
DnB Asset Management
349
DnB Asset Management
Norway
$248K
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$247K