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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$52K +$47.3K +1,900 +984%
LSA
327
Leonteq Securities AG
Switzerland
$50.4K +$50.2K +2,015 New
BWL
328
Bogart Wealth LLC
Virginia
$41K – – –
HPC
329
HM Payson & Co
Maine
$40K – – –
CFGS
330
Concourse Financial Group Securities
Alabama
$40K +$21K +844 +113%
MA
331
MUFG Americas
New York
$38K – – –
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$33K – – –
HIIFS
333
Harel Insurance Investments & Financial Services
Israel
$27K +$26.8K +1,077 New
CG
334
Cutler Group
California
$27K +$26.9K +1,080 New
CC
335
Corsicana & Co
Texas
$26K – – –
LIM
336
Longfellow Investment Management
Massachusetts
$26K – – –
AA
337
Ancora Advisors
Ohio
$25K – – –
GWM
338
Geneos Wealth Management
Colorado
$25K – – –
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$23K +$2.27K +91 +11%
TWM
340
Tradition Wealth Management
Minnesota
$22K – – –
VNA
341
Valley National Advisers
Pennsylvania
$20K – – –
PA
342
Parallel Advisors
California
$19K -$2.24K -90 -11%
AP
343
Atwood & Palmer
Missouri
$19K – – –
CFA
344
Cahill Financial Advisors
Minnesota
$19K +$18.8K +756 New
SCA
345
Stonebridge Capital Advisors
Minnesota
$18K – – –
NL
346
NVWM LLC
Pennsylvania
$17K – – –
PFBT
347
Parkside Financial Bank & Trust
Missouri
$17K +$14.6K +587 +564%
NFSG
348
Newbridge Financial Services Group
Florida
$16K +$3.49K +140 +28%
OIA
349
Optimum Investment Advisors
Illinois
$15K – – –
PP
350
PrairieView Partners
Minnesota
$15K – – –