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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CS
326
Cannell & Spears
New York
$438K +$411K +6,895 New
AAS
327
Avantax Advisory Services
Texas
$423K +$5.48K +92 +1%
FFN
328
Focus Financial Network
Minnesota
$421K
SAM
329
Shell Asset Management
Netherlands
$410K +$385K +6,456 New
CAG
330
Csenge Advisory Group
Florida
$406K -$3.16K -53 -0.8%
WI
331
WBI Investments
New Jersey
$403K +$378K +6,344 New
NC
332
nVerses Capital
Florida
$394K +$370K +6,200 New
HH
333
Hilltop Holdings
Texas
$393K +$368K +6,177 New
ProShare Advisors
334
ProShare Advisors
Maryland
$387K -$29.6K -496 -8%
TPCW
335
TD Private Client Wealth
New York
$386K +$101K +1,695 +39%
JF
336
Jump Financial
Illinois
$381K -$59.6K -1,000 -14%
P
337
&Partners
Tennessee
$381K +$357K +5,997 New
CG
338
Caprock Group
Idaho
$377K +$44.5K +746 +14%
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
$376K -$77.4K -1,298 -18%
HSBC Holdings
340
HSBC Holdings
United Kingdom
$372K -$1.1M -18,501 -76%
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$371K -$24.1K -405 -6%
PNC
342
Park National Corp
Ohio
$367K -$16.8K -282 -5%
CFGS
343
Concourse Financial Group Securities
Alabama
$366K -$22.4K -375 -6%
RSWM
344
Robertson Stephens Wealth Management
California
$362K -$1.01K -17 -0.3%
KWM
345
Kingsview Wealth Management
Oregon
$360K +$24.4K +410 +8%
AL
346
Arnhold LLC
New York
$356K
BCI
347
Brinker Capital Investments
Pennsylvania
$356K +$22.5K +378 +7%
OPS
348
Orion Portfolio Solutions
Nebraska
$356K +$22.5K +378 +7%
IWM
349
IHT Wealth Management
Illinois
$355K +$17.2K +288 +5%
BCM
350
Brown Capital Management
Maryland
$355K