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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
$284K
CP
327
CenterBook Partners
Connecticut
$280K -$19.3K -456 -6%
WPW
328
Waldron Private Wealth
Pennsylvania
$279K +$7.53K +178 +3%
FCH
329
Freestone Capital Holdings
Washington
$278K -$17.1K -403 -6%
WIC
330
Woodmont Investment Counsel
Tennessee
$277K +$275K +6,500 New
DCM
331
Dupont Capital Management
Delaware
$276K -$144K -3,395 -34%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$273K -$28.8K -680 -10%
PNC
333
Park National Corp
Ohio
$270K
FFN
334
Focus Financial Network
Minnesota
$266K +$1.95K +46 +0.7%
SI
335
Stephens Inc
Arkansas
$255K -$63.5K -1,500 -20%
FHA
336
Flagship Harbor Advisors
Massachusetts
$255K
KFS
337
Kaizen Financial Strategies
California
$250K +$1.52K +36 +0.6%
TAM
338
Tocqueville Asset Management
New York
$244K -$27.5K -649 -10%
CM
339
Capula Management
Cayman Islands
$242K +$240K +5,680 New
JMPWA
340
JP Morgan Private Wealth Advisors
California
$240K -$55.6K -1,313 -19%
AL
341
Arnhold LLC
New York
$238K +$237K +5,600 New
VI
342
Vestcor Inc
New Brunswick, Canada
$228K +$226K +5,349 New
CIG
343
Cairn Investment Group
Washington
$226K -$1.47M -34,660 -87%
WT
344
Washington Trust
Rhode Island
$226K
TA
345
TCM Advisors
West Virginia
$217K
Vanguard Personalized Indexing Management
346
Vanguard Personalized Indexing Management
California
$217K +$216K +5,100 New
ACA
347
Affinity Capital Advisors
California
$213K +$212K +5,000 New
LIA
348
LBMC Investment Advisors
Tennessee
$213K +$212K +5,000 New
WIM
349
Wilen Investment Management
Florida
$210K
LFAS
350
Level Four Advisory Services
Texas
$210K +$208K +4,927 New