We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$470 -32 -4%
VNA
327
Valley National Advisers
Pennsylvania
$13K -$5.88K -400 -33%
HGWM
328
Harvest Group Wealth Management
Massachusetts
$12K +$323 +22 +3%
AW
329
Alpha Windward
Massachusetts
$11K -$318K -21,661 -97%
AP
330
Atwood & Palmer
Missouri
$11K
NL
331
NVWM LLC
Pennsylvania
$11K
QCG
332
Quadrant Capital Group
Ohio
$11K +$6.37K +433 +189%
CIA
333
CSat Investment Advisory
Michigan
$10K -$94.8K -6,450 -91%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$10K +$4.13K +281 +84%
CAM
335
ClariVest Asset Management
California
$9K -$3.34K -227 -28%
FHA
336
First Horizon Advisors
Tennessee
$9K +$88 +6 +1%
S
337
SignatureFD
Georgia
$8K -$16.1K -1,095 -69%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$8K
BCA
339
Berman Capital Advisors
Georgia
$8K +$4.09K +278 +128%
LWA
340
Lowe Wealth Advisors
Maryland
$7K
SIAP
341
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
PFS
342
Prospera Financial Services
Texas
$7K +$5.88K +400 New
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$5.95K +405 New
EI
344
Ellevest Inc
New York
$6K -$279 -19 -5%
HI
345
Hudock Inc
Pennsylvania
$6K
TAIM
346
TD Ameritrade Investment Management
Nebraska
$6K +$5.34K +363 New
TPCW
347
TD Private Client Wealth
New York
$5K -$5.34K -363 -54%
CFN
348
Cordasco Financial Network
Florida
$5K -$24.6K -1,675 -84%
MF
349
Manchester Financial
California
$5K
MLFP
350
MPS Loria Financial Planners
Illinois
$5K