We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
FIC
326
FCG Investment Company
Tennessee
$331K +$303K +8,690 New
WA
327
Waddell & Associates
Tennessee
$321K +$294K +8,438 New
IC
328
Inscription Capital
Texas
$321K +$45.3K +1,299 +18%
JTWM
329
Jackson Thornton Wealth Management
Alabama
$314K +$287K +8,249 New
DWT
330
Dorsey & Whitney Trust
South Dakota
$310K +$2.65K +76 +0.9%
BC
331
Bayforest Capital
United Kingdom
$309K +$283K +8,109 New
KCP
332
Kera Capital Partners
California
$307K +$281K +8,065 New
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K +$172K +4,924 +160%
EWM
334
Empirical Wealth Management
Washington
$303K +$277K +7,963 New
MWM
335
Mission Wealth Management
California
$301K +$275K +7,904 New
SC
336
Savant Capital
Illinois
$297K +$259K +7,421 New
AC
337
AlphaCore Capital
California
$289K +$262K +7,531 New
CIA
338
Caerus Investment Advisors
Texas
$283K +$259K +7,443 New
TPCW
339
TD Private Client Wealth
New York
$277K -$35 -1 -0%
BTI
340
Blue Trust Inc
Georgia
$275K +$4.36K +125 +2%
KeyBank National Association
341
KeyBank National Association
Ohio
$271K +$20.7K +593 +9%
OIA
342
OneDigital Investment Advisors
Kansas
$266K +$243K +6,978 New
Mirae Asset Global ETFs Holdings
343
Mirae Asset Global ETFs Holdings
Hong Kong
$262K +$74.6K +2,141 +45%
PNC
344
Park National Corp
Ohio
$259K -$6.9K -198 -3%
AC
345
Allstate Corporation
Illinois
$259K +$237K +6,800 New
Truist Financial
346
Truist Financial
North Carolina
$259K -$19.8K -569 -8%
URS
347
Utah Retirement Systems
Utah
$256K – – –
HIP
348
HUB Investment Partners
Texas
$254K +$232K +6,665 New
BAM
349
Blueshift Asset Management
New Jersey
$248K -$303K -8,699 -57%
ECM
350
Everence Capital Management
Indiana
$248K +$227K +6,506 New