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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Petrus Trust Company
Texas
$420K +$441K +7,644 New
CF
327
Convergence Financial
Missouri
$413K +$175K +3,038 +68%
SAG
328
SageView Advisory Group
California
$399K -$4.68K -81 -1%
FHA
329
Flagship Harbor Advisors
Massachusetts
$395K +$2.02K +35 +0.5%
MLL
330
Moody Lynn & Lieberson
Massachusetts
$393K -$2.19K -38 -0.5%
URS
331
Utah Retirement Systems
Utah
$385K -$22.6K -391 -5%
AAS
332
Avantax Advisory Services
Texas
$383K -$65.5K -1,135 -14%
QCG
333
Quadrant Capital Group
Ohio
$370K +$31.4K +544 +9%
LG
334
Leuthold Group
Minnesota
$369K
PAM
335
Panagora Asset Management
Massachusetts
$368K -$55.8K -966 -13%
FFN
336
Focus Financial Network
Minnesota
$367K
HI
337
Harbour Investments
Wisconsin
$363K +$4.56K +79 +1%
PNC
338
Park National Corp
Ohio
$358K -$4.97K -86 -1%
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$356K
SCI
340
Silver Coast Investments
United States
$353K +$19.2K +332 +5%
ET
341
Entropy Technologies
New York
$351K -$1.02M -17,603 -73%
GCP
342
GSA Capital Partners
United Kingdom
$350K -$567K -9,816 -61%
PCG
343
Prosperity Consulting Group
Maryland
$343K -$11.4K -197 -3%
MWM
344
MOKAN Wealth Management
Kansas
$340K +$2.37K +41 +0.7%
WPW
345
Waldron Private Wealth
Pennsylvania
$336K
HT
346
Headlands Technologies
Illinois
$331K +$346K +5,986 +13,921%
ProShare Advisors
347
ProShare Advisors
Maryland
$326K +$13.5K +233 +4%
IWM
348
IHT Wealth Management
Illinois
$323K +$6.41K +111 +2%
RSWM
349
Robertson Stephens Wealth Management
California
$319K +$2.19K +38 +0.7%
AL
350
Arnhold LLC
New York
$307K