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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
326
Woodmont Investment Counsel
Tennessee
$237K
PA
327
Profund Advisors
Maryland
$237K -$22.7K -559 -8%
PNC
328
Park National Corp
Ohio
$235K +$3.05K +75 +1%
CCM
329
Coldstream Capital Management
Washington
$233K +$259K +6,374 New
BIP
330
Blueprint Investment Partners
North Carolina
$231K +$257K +6,334 New
FFN
331
Focus Financial Network
Minnesota
$230K +$1.75K +43 +0.7%
SPA
332
Sherbrooke Park Advisers
New York
$226K +$252K +6,200 New
PMEF
333
Point72 Middle East FZE
United Arab Emirates
$225K +$250K +6,161 New
NA
334
NewEdge Advisors
Louisiana
$222K +$1.95K +48 +0.3%
FHA
335
Flagship Harbor Advisors
Massachusetts
$219K
SI
336
Stephens Inc
Arkansas
$219K
PFO
337
Pathstone Family Office
New Jersey
$216K +$7.88K +194 +2%
JMPWA
338
JP Morgan Private Wealth Advisors
California
$216K +$11.5K +284 +5%
GI
339
GAMCO Investors
Connecticut
$208K -$114K -2,800 -33%
RCM
340
Rain Capital Management
Oregon
$205K +$228K +5,617 New
AL
341
Arnhold LLC
New York
$204K
MWPCG
342
Measured Wealth Private Client Group
New Hampshire
$204K +$33.4K +822 +17%
OWA
343
One Wealth Advisors
California
$196K -$169K -4,158 -44%
WT
344
Washington Trust
Rhode Island
$194K
SOW
345
State of Wyoming
Wyoming
$183K +$34K +836 +20%
First Manhattan
346
First Manhattan
New York
$183K +$203K +5,000 New
IA
347
IFP Advisors
Florida
$180K -$6.1K -150 -2%
UB
348
UMB Bank
Missouri
$156K -$5.08K -125 -3%
AAG
349
Armstrong Advisory Group
Massachusetts
$150K +$167K +4,110 New
TRCT
350
Tower Research Capital (TRC)
New York
$140K -$170K -4,190 -52%