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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
351
Maryland State Retirement & Pension System
Maryland
$247K – – –
MWM
352
MOKAN Wealth Management
Kansas
$245K +$2.89K +83 +1%
SCI
353
Silver Coast Investments
United States
$245K – – –
PCP
354
Proficio Capital Partners
Massachusetts
$245K +$224K +6,422 New
AFCM
355
Applied Finance Capital Management
Puerto Rico
$242K +$221K +6,350 New
AFG
356
Atomi Financial Group
New York
$240K +$219K +6,298 New
IQI
357
Integrated Quantitative Investments
Washington
$233K +$213K +6,110 New
LCM
358
Legato Capital Management
California
$233K +$213K +6,110 New
WPW
359
Waldron Private Wealth
Pennsylvania
$231K +$212K +6,075 New
RSWM
360
Robertson Stephens Wealth Management
California
$231K +$209K +5,999 New
GT
361
Glenmede Trust
Pennsylvania
$228K +$208K +5,978 New
JF
362
JMN Financial
Ohio
$227K +$205K +5,897 New
SL
363
Sentinus LLC
Illinois
$226K +$207K +5,945 New
UCFA
364
United Capital Financial Advisors
Texas
$224K -$71.4K -2,049 -26%
HI
365
Harbour Investments
Wisconsin
$224K -$116K -3,329 -36%
CCM
366
Coldstream Capital Management
Washington
$222K +$203K +5,828 New
WPC
367
Wedmont Private Capital
Pennsylvania
$219K +$193K +5,538 New
AL
368
Arnhold LLC
New York
$213K +$195K +5,600 New
BC
369
Bridgefront Capital
Texas
$213K -$192K -5,517 -50%
AWM
370
Apollon Wealth Management
South Carolina
$212K +$194K +5,564 New
OL
371
Optas LLC
Texas
$212K +$194K +5,558 New
PPW
372
Parcion Private Wealth
Washington
$211K +$193K +5,544 New
EHAM
373
Eagle Harbor Asset Management
Washington
$211K +$193K +5,542 New
UB
374
UMB Bank
Missouri
$211K +$20.7K +594 +12%
CAG
375
Crestwood Advisors Group
Massachusetts
$209K +$192K +5,501 New
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