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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
351
North Star Investment Management
Illinois
$85K +$84K +2,800 New
HIM
352
Hillsdale Investment Management
Ontario, Canada
$82K
M&T Bank
353
M&T Bank
New York
$81K -$49K -1,632 -38%
Envestnet Asset Management
354
Envestnet Asset Management
Illinois
$79K +$21.9K +728 +38%
PIA
355
Piedmont Investment Advisors
North Carolina
$74.5K
Creative Planning
356
Creative Planning
Kansas
$67K +$90 +3 +0.1%
CIM
357
CenturyLink Investment Management
Colorado
$65K -$38.5K -1,284 -37%
GIS
358
Guardian Investor Services
New York
$64K -$2.22K -74 -3%
BC
359
Bartlett & Co
Ohio
$59K
DekaBank Deutsche Girozentrale
360
DekaBank Deutsche Girozentrale
Germany
$56K
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
MA
362
MUFG Americas
New York
$54K
RNS
363
Robert N. Shapiro
$48K
GLI
364
Guardian Life Insurance
New York
$46K -$210 -7 -0.5%
SAMC
365
Shinko Asset Management Company
Japan
$39K
W
366
Wealthfront
California
$36K +$34.7K +1,157 New
PIM
367
Parasol Investment Management
Illinois
$34K
TRCT
368
Tower Research Capital (TRC)
New York
$26K -$146K -4,877 -85%
DADC
369
D.A. Davidson & Co
Montana
$25K -$14.5K -482 -36%
JFA
370
JNBA Financial Advisors
Minnesota
$25K
IWC
371
Integrated Wealth Counsel
California
$24K
WEC
372
Winslow Evans & Crocker
Massachusetts
$21.6K
IMS
373
Index Management Solutions
Pennsylvania
$19K -$22.2K -741 -54%
Lazard Asset Management
374
Lazard Asset Management
New York
$19K
MFS
375
MSI Financial Services
Massachusetts
$18K -$2.31K -77 -12%