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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$236K +$206K +6,682 New
SFO
327
Stokes Family Office
Louisiana
$236K +$207K +6,693 New
TWM
328
TriaGen Wealth Management
California
$235K +$206K +6,660 New
TAM
329
Tocqueville Asset Management
New York
$225K -$103K -3,336 -34%
WPW
330
Waldron Private Wealth
Pennsylvania
$225K +$196K +6,350 New
PNC
331
Park National Corp
Ohio
$225K +$196K +6,357 New
PFO
332
Pathstone Family Office
New Jersey
$221K +$192K +6,227 New
FFN
333
Focus Financial Network
Minnesota
$219K +$190K +6,167 New
CCM
334
Coldstream Capital Management
Washington
$214K +$187K +6,058 New
FHA
335
Flagship Harbor Advisors
Massachusetts
$212K +$185K +6,000 New
KFS
336
Kaizen Financial Strategies
California
$206K +$180K +5,841 New
WT
337
Washington Trust
Rhode Island
$188K
WIM
338
Wilen Investment Management
Florida
$175K
UB
339
UMB Bank
Missouri
$169K -$494 -16 -0.3%
SIC
340
Salem Investment Counselors
North Carolina
$167K -$16.9K -546 -10%
SOW
341
State of Wyoming
Wyoming
$162K +$142K +4,588 New
VVP
342
Venture Visionary Partners
Ohio
$124K +$108K +3,500 New
TPCW
343
TD Private Client Wealth
New York
$103K -$26.1K -847 -23%
MCC
344
Money Concepts Capital
Florida
$97K -$3.55K -115 -4%
IA
345
IFP Advisors
Florida
$89K
PFS
346
Prospera Financial Services
Texas
$87K -$8.03K -260 -10%
Bessemer Group
347
Bessemer Group
New Jersey
$85K -$203K -6,591 -73%
HNB
348
Huntington National Bank
Ohio
$85K
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$79K -$3.4K -110 -5%
SCM
350
Silvant Capital Management
Georgia
$79K