We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Salem Investment Counselors
North Carolina
$124K
C
327
Covestor
United Kingdom
$112K +$57.2K +1,546 +96%
BTI
328
Blue Trust Inc
Georgia
$111K +$35.1K +950 +46%
TRCT
329
Tower Research Capital (TRC)
New York
$108K -$28.6K -773 -20%
S
330
SignatureFD
Georgia
$89.3K +$407 +11 +0.4%
HNB
331
Huntington National Bank
Ohio
$86.9K +$1.74K +47 +2%
CFFP
332
Center for Financial Planning
Michigan
$81.2K
Bessemer Group
333
Bessemer Group
New Jersey
$80K -$18.9K -511 -19%
SCM
334
Silvant Capital Management
Georgia
$79.3K
ACA
335
Atlas Capital Advisors
Wyoming
$71.4K -$399K -10,801 -84%
TPCW
336
TD Private Client Wealth
New York
$71.2K -$8.77K -237 -11%
NSIM
337
North Star Investment Management
Illinois
$69.5K +$37 +1 +0.1%
FDCDDQ
338
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K
CFGS
339
Concourse Financial Group Securities
Alabama
$59.8K +$2.85K +77 +5%
EI
340
Ellevest Inc
New York
$59K -$20.6K -557 -25%
PTC
341
Private Trust Company
Ohio
$57.1K
BF
342
BOK Financial
Oklahoma
$52.9K -$387K -10,454 -87%
MC
343
Machina Capital
France
$52.9K +$55.5K +1,500 New
LSA
344
Leonteq Securities AG
Switzerland
$52.8K +$5.62K +152 +11%
WP
345
WealthPLAN Partners
Nebraska
$52.5K +$55.1K +1,490 New
LC
346
Lindbrook Capital
California
$50.5K +$1.66K +45 +3%
HI
347
Harbour Investments
Wisconsin
$49.8K +$6.47K +175 +14%
IA
348
IFP Advisors
Florida
$47.1K -$157K -4,257 -72%
GRP
349
Global Retirement Partners
California
$44K +$30K +812 +150%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$38K -$9.47K -256 -19%