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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$19K +$21.5K +1,362 New
PI
327
PineBridge Investments
New York
$17K -$237K -14,967 -93%
VNA
328
Valley National Advisers
Pennsylvania
$17K
SF
329
Synovus Financial
Georgia
$14K -$5.03K -318 -24%
CI
330
CX Institutional
Indiana
$14K
CTC
331
Central Trust Company
Missouri
$13K -$29.2K -1,850 -67%
GWM
332
Geneos Wealth Management
Colorado
$13K
KPW
333
Kore Private Wealth
New York
$13K +$9.54K +604 +161%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$142 -9 -1%
CAM
335
ClariVest Asset Management
California
$12K +$13K +823 New
HGWM
336
Harvest Group Wealth Management
Massachusetts
$10K
NL
337
NVWM LLC
Pennsylvania
$10K
TPCW
338
TD Private Client Wealth
New York
$9.57K -$8.41K -532 -44%
AP
339
Atwood & Palmer
Missouri
$9K
FHA
340
First Horizon Advisors
Tennessee
$8K +$79 +5 +0.8%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$6K -$5.17K -327 -42%
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$6K
FFW
343
Fusion Family Wealth
New York
$6K
LWA
344
Lowe Wealth Advisors
Maryland
$6K
EI
345
Ellevest Inc
New York
$6K +$6.57K +416 New
OPS
346
Orion Portfolio Solutions
Nebraska
$5K -$680 -43 -11%
HI
347
Hudock Inc
Pennsylvania
$5K
SIAP
348
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$5K +$5.31K +336 New
ST
350
Smithfield Trust
Pennsylvania
$5K +$5.69K +360 New