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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Endex Capital Management
Kansas
$68K
LIA
352
LS Investment Advisors
Michigan
$59K +$36.4K +1,249 +132%
GIS
353
Guardian Investor Services
New York
$58K -$640 -22 -1%
Creative Planning
354
Creative Planning
Kansas
$54K -$62.4K -2,143 -52%
BC
355
Bartlett & Co
Ohio
$52K
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K
DekaBank Deutsche Girozentrale
357
DekaBank Deutsche Girozentrale
Germany
$48K -$22.8K -785 -30%
MA
358
MUFG Americas
New York
$48K
IMS
359
Index Management Solutions
Pennsylvania
$45K +$49.3K +1,695 New
RNS
360
Robert N. Shapiro
$43K
SAMC
361
Shinko Asset Management Company
Japan
$35K -$8.73K -300 -19%
DADC
362
D.A. Davidson & Co
Montana
$31K -$87 -3 -0.3%
NES
363
New England Securities
New York
$30K
JFA
364
JNBA Financial Advisors
Minnesota
$22K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$22K +$23.8K +819 New
IWC
366
Integrated Wealth Counsel
California
$21.3K -$18.5K -635 -44%
MFS
367
MSI Financial Services
Massachusetts
$21K +$14.1K +484 +153%
BGIM
368
Brandywine Global Investment Management
Pennsylvania
$18K +$15.9K +547 +497%
Lazard Asset Management
369
Lazard Asset Management
New York
$17K
Envestnet Asset Management
370
Envestnet Asset Management
Illinois
$17K +$378 +13 +2%
RA
371
Rational Advisors
New York
$15K
MAM
372
Mizuho Asset Management
Japan
$12K
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$9K
CFA
374
Carroll Financial Associates
North Carolina
$8K
HI
375
Hudock Inc
Pennsylvania
$8K