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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
351
Piedmont Investment Advisors
North Carolina
$71.6K +$69.5K +2,449 +13,606%
Creative Planning
352
Creative Planning
Kansas
$65K +$6.19K +218 +11%
GIS
353
Guardian Investor Services
New York
$63K
BC
354
Bartlett & Co
Ohio
$57K
Envestnet Asset Management
355
Envestnet Asset Management
Illinois
$55K +$35.6K +1,253 +195%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
DekaBank Deutsche Girozentrale
357
DekaBank Deutsche Girozentrale
Germany
$53K
MA
358
MUFG Americas
New York
$52K
RNS
359
Robert N. Shapiro
$46K
GLI
360
Guardian Life Insurance
New York
$45K -$49K -1,726 -53%
PI
361
PineBridge Investments
New York
$41K -$2.99M -105,169 -99%
IMS
362
Index Management Solutions
Pennsylvania
$40K -$9.14K -322 -19%
PL
363
Parkwood LLC
Ohio
$40K +$39.3K +1,383 New
SAMC
364
Shinko Asset Management Company
Japan
$38K
DADC
365
D.A. Davidson & Co
Montana
$37K +$4.46K +157 +13%
NES
366
New England Securities
New York
$33K
PIM
367
Parasol Investment Management
Illinois
$33K +$32K +1,127 New
HHMI
368
Howard Hughes Medical Institute
Maryland
$25K -$54K -1,902 -69%
JFA
369
JNBA Financial Advisors
Minnesota
$24K
IWC
370
Integrated Wealth Counsel
California
$23K
ASN
371
Advisory Services Network
Georgia
$23K +$22.1K +780 New
WEC
372
Winslow Evans & Crocker
Massachusetts
$21K +$20.4K +717 New
IRS
373
Invictus RG (Singapore)
Singapore
$19K -$176K -6,189 -90%
MFS
374
MSI Financial Services
Massachusetts
$19K -$3.78K -133 -17%
Lazard Asset Management
375
Lazard Asset Management
New York
$19K