We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
326
Valley National Advisers
Pennsylvania
$21K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$20K – – –
AP
328
Atwood & Palmer
Missouri
$19K – – –
SCA
329
Stonebridge Capital Advisors
Minnesota
$19K – – –
ZB
330
Zions Bancorporation
Utah
$19K +$17.4K +715 New
NL
331
NVWM LLC
Pennsylvania
$18K – – –
PFBT
332
Parkside Financial Bank & Trust
Missouri
$16K -$218 -9 -1%
OIA
333
Optimum Investment Advisors
Illinois
$16K – – –
PP
334
PrairieView Partners
Minnesota
$16K – – –
QCG
335
Quadrant Capital Group
Ohio
$14K -$73 -3 -0.6%
CTC
336
Central Trust Company
Missouri
$13K – – –
EWM
337
Endurance Wealth Management
Rhode Island
$13K – – –
S
338
SignatureFD
Georgia
$12K -$21K -865 -65%
LWA
339
Lowe Wealth Advisors
Maryland
$11K – – –
HI
340
Hudock Inc
Pennsylvania
$10K – – –
LPWM
341
Lake Point Wealth Management
Texas
$10K – – –
GRP
342
Global Retirement Partners
California
$10K +$7.09K +292 New
Jones Financial Companies
343
Jones Financial Companies
Missouri
$10K +$9.71K +400 New
SSG
344
Summit Securities Group
New York
$10K +$9.71K +400 New
SWM
345
Spire Wealth Management
Virginia
$9K -$364 -15 -4%
AWM
346
Accel Wealth Management
Iowa
$9K +$73 +3 +0.9%
GIA
347
GHP Investment Advisors
Colorado
$9K +$8.3K +342 New
CFN
348
Cordasco Financial Network
Florida
$8K – – –
FF
349
FourThought Financial
Florida
$8K – – –
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$8K +$7.21K +297 New