We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
326
Loomis, Sayles & Company
Massachusetts
$31K +$9.45K +399 +43%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$11.8K +500 +60%
LIM
328
Longfellow Investment Management
Massachusetts
$25K -$10.6K -448 -30%
CC
329
Corsicana & Co
Texas
$25K +$24.9K +1,050 New
GWM
330
Geneos Wealth Management
Colorado
$23K -$11.7K -496 -33%
AA
331
Ancora Advisors
Ohio
$23K
TWM
332
Tradition Wealth Management
Minnesota
$20K
PA
333
Parallel Advisors
California
$20K +$1.7K +72 +9%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$19K -$2.04K -86 -10%
VNA
335
Valley National Advisers
Pennsylvania
$19K
AP
336
Atwood & Palmer
Missouri
$18K
CFGS
337
Concourse Financial Group Securities
Alabama
$18K
SCA
338
Stonebridge Capital Advisors
Minnesota
$17K -$9.66K -408 -36%
NL
339
NVWM LLC
Pennsylvania
$16K
OIA
340
Optimum Investment Advisors
Illinois
$14K -$8.29K -350 -37%
PP
341
PrairieView Partners
Minnesota
$14K
CMF
342
Counterpoint Mutual Funds
California
$13K +$13.5K +570 New
QCG
343
Quadrant Capital Group
Ohio
$12K -$450 -19 -4%
CTC
344
Central Trust Company
Missouri
$12K
NFSG
345
Newbridge Financial Services Group
Florida
$12K
EI
346
Ellevest Inc
New York
$12K +$3.55K +150 +41%
EWM
347
Endurance Wealth Management
Rhode Island
$11K
CA
348
Clearstead Advisors
Ohio
$10K
LWA
349
Lowe Wealth Advisors
Maryland
$10K
SWM
350
Spire Wealth Management
Virginia
$10K +$497 +21 +5%