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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
351
RPg Family Wealth Advisory
Massachusetts
$34.5K
PAIA
352
Park Avenue Institutional Advisers
New York
$34K
IPC
353
Independent Portfolio Consultants
Florida
$33K -$222 -10 -0.7%
NIPH
354
NN Investment Partners Holdings
Netherlands
$32K -$1.19M -53,644 -97%
Toronto Dominion Bank
355
Toronto Dominion Bank
Ontario, Canada
$30K -$11.5K -518 -29%
PHK
356
Point72 Hong Kong
Hong Kong
$28K +$26.7K +1,200 New
AP
357
Atwood & Palmer
Missouri
$26K
AAM
358
Advisors Asset Management
Colorado
$25K
ASN
359
Advisory Services Network
Georgia
$25K
LWCFA
360
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
WP
361
WealthPLAN Partners
Nebraska
$23.1K +$33.5K +1,506 New
GWM
362
Geneos Wealth Management
Colorado
$23K
EWM
363
Evercore Wealth Management
New York
$22K
NCM
364
Nelson Capital Management
California
$22K +$4.63K +208 +28%
FHA
365
First Horizon Advisors
Tennessee
$21K +$356 +16 +2%
GLI
366
Guardian Life Insurance
New York
$20K +$245 +11 +1%
S
367
SignatureFD
Georgia
$16K -$200K -9,003 -93%
SAMC
368
Shinko Asset Management Company
Japan
$15K
WA
369
WFG Advisors
Texas
$15K
WA
370
WealthTrust-Arizona
Arizona
$15K +$6.12K +275 +76%
JFA
371
JNBA Financial Advisors
Minnesota
$14K
WTB
372
Washington Trust Bank
Washington
$12K -$122K -5,507 -92%
KT
373
Kanaly Trust
Texas
$12K
OFS
374
Orrstown Financial Services
Pennsylvania
$12K +$11.1K +500 New
MCM
375
MV Capital Management
Maryland
$11K +$11.1K +497 New