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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
326
Royal Fund Management
Florida
$14K
CI
327
CX Institutional
Indiana
$14K +$20.3K +967 New
Capstone Investment Advisors
328
Capstone Investment Advisors
New York
$13K -$350K -16,712 -95%
S
329
SignatureFD
Georgia
$13K -$2.03K -97 -10%
PFGIA
330
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$168 +8 +0.9%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$11K +$13K +620 +371%
CG
332
Cutler Group
California
$11K +$16.8K +800 New
HGWM
333
Harvest Group Wealth Management
Massachusetts
$10K
NL
334
NVWM LLC
Pennsylvania
$10K
AP
335
Atwood & Palmer
Missouri
$9K
JFA
336
JNBA Financial Advisors
Minnesota
$8K
FHA
337
First Horizon Advisors
Tennessee
$8K +$1.72K +82 +16%
DWM
338
Darwin Wealth Management
Florida
$7K +$11.3K +538 New
AW
339
Alpha Windward
Massachusetts
$6K
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$6K
FFW
341
Fusion Family Wealth
New York
$6K
LWA
342
Lowe Wealth Advisors
Maryland
$6K
OPS
343
Orion Portfolio Solutions
Nebraska
$6K +$7.6K +363 +1,068%
ASN
344
Advisory Services Network
Georgia
$5K -$7.73K -369 -53%
TAIM
345
TD Ameritrade Investment Management
Nebraska
$5K -$1.22K -58 -14%
CFB
346
Cullen/Frost Bankers
Texas
$5K -$1.09K -52 -13%
HI
347
Hudock Inc
Pennsylvania
$5K
SIAP
348
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
TFO
349
Tarbox Family Office
California
$5K +$2.51K +120 +45%
KPW
350
Kore Private Wealth
New York
$5K +$7.67K +366 +4,067%