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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
WT
326
Washington Trust
Rhode Island
$257K
AOWM
327
Alpha Omega Wealth Management
Virginia
$251K -$23.4K -525 -9%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$250K -$16.5K -370 -7%
DT
329
Diversified Trust
Tennessee
$249K +$230K +5,153 New
ACA
330
Affinity Capital Advisors
California
$245K +$2.45K +55 +1%
WIC
331
Woodmont Investment Counsel
Tennessee
$244K
BFS
332
Bard Financial Services
Connecticut
$242K
LIA
333
LBMC Investment Advisors
Tennessee
$242K
REMPR
334
Roof Eidam Maycock Peralta (REMP)
California
$242K
LFAS
335
Level Four Advisory Services
Texas
$238K -$7.84K -176 -3%
GIA
336
Guyasuta Investment Advisors
Pennsylvania
$232K
EBA
337
Eagle Bay Advisors
New York
$231K +$1.25K +28 +0.6%
IB
338
Intrust Bank
Kansas
$229K
Parallax Volatility Advisers
339
Parallax Volatility Advisers
California
$228K +$211K +4,723 New
PA
340
Profund Advisors
Maryland
$226K +$208K +4,673 New
UCFA
341
United Capital Financial Advisors
Texas
$225K -$186K -4,171 -47%
HI
342
Handelsinvest Investeringsforvaltning
Denmark
$224K +$207K +4,640 New
BWM
343
BCS Wealth Management
Tennessee
$223K +$206K +4,611 New
OIA
344
OneDigital Investment Advisors
Kansas
$221K +$203K +4,559 New
WW
345
Westshore Wealth
California
$218K +$201K +4,501 New
CAG
346
Csenge Advisory Group
Florida
$216K +$199K +4,463 New
BFM
347
Boothbay Fund Management
New York
$211K +$194K +4,355 New
EWA
348
EP Wealth Advisors
California
$207K +$191K +4,283 New
UB
349
UMB Bank
Missouri
$207K
PA
350
Pinnacle Associates
New York
$204K +$188K +4,221 New