We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
326
Central Trust Company
Missouri
$11K -$7.84K -415 -45%
NFSG
327
Newbridge Financial Services Group
Florida
$11K +$9.45K +500 New
CA
328
Clearstead Advisors
Ohio
$9K – – –
LWA
329
Lowe Wealth Advisors
Maryland
$9K – – –
SIAP
330
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K – – –
S
331
SignatureFD
Georgia
$8K -$699 -37 -9%
BCA
332
Berman Capital Advisors
Georgia
$8K – – –
FF
333
FourThought Financial
Florida
$8K – – –
HI
334
Hudock Inc
Pennsylvania
$8K – – –
EI
335
Ellevest Inc
New York
$8K +$548 +29 +9%
EP
336
Eudaimonia Partners
Tennessee
$8K +$7.01K +371 New
SWM
337
Spire Wealth Management
Virginia
$8K +$7.26K +384 New
NFG
338
Next Financial Group
Texas
$7K -$4.59K -243 -45%
CFN
339
Cordasco Financial Network
Florida
$7K – – –
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
First Manhattan
341
First Manhattan
New York
$7K – – –
RG
342
Retirement Group
California
$7K – – –
AWM
343
Accel Wealth Management
Iowa
$7K +$38 +2 +0.6%
MF
344
Manchester Financial
California
$6K – – –
MLFP
345
MPS Loria Financial Planners
Illinois
$6K – – –
PCFFS
346
Pacific Center for Financial Services
California
$6K – – –
TAIM
347
TD Ameritrade Investment Management
Nebraska
$6K – – –
TPCW
348
TD Private Client Wealth
New York
$5.34K -$151 -8 -3%
ACM
349
AUA Capital Management
Pennsylvania
$5K – – –
TWA
350
TCI Wealth Advisors
Arizona
$4K -$1.38K -73 -29%