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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
351
Itau Unibanco Holding S.A.
Brazil
$25K +$25.7K +1,100 New
PFS
352
Physicians Financial Services
North Carolina
$25K +$25.7K +1,100 New
SEI Investments
353
SEI Investments
Pennsylvania
$24K -$168K -7,172 -87%
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
AAM
355
Advisors Asset Management
Colorado
$23K -$2.34K -100 -9%
GWM
356
Geneos Wealth Management
Colorado
$23K
IWC
357
Integrated Wealth Counsel
California
$23K +$23.4K +1,000 New
WP
358
WealthPLAN Partners
Nebraska
$22.7K -$11.7K -500 -33%
EWM
359
Evercore Wealth Management
New York
$22K
FHA
360
First Horizon Advisors
Tennessee
$20K -$1.87K -80 -8%
GLI
361
Guardian Life Insurance
New York
$19K -$1.03K -44 -5%
S
362
SignatureFD
Georgia
$19K +$2.9K +124 +17%
JFA
363
JNBA Financial Advisors
Minnesota
$19K +$5.62K +240 +40%
MCM
364
MV Capital Management
Maryland
$18K +$6.46K +276 +56%
ASN
365
Advisory Services Network
Georgia
$16K -$9.13K -390 -36%
SAMC
366
Shinko Asset Management Company
Japan
$15K
WA
367
WFG Advisors
Texas
$15K
WA
368
WealthTrust-Arizona
Arizona
$14K -$421 -18 -3%
DADC
369
D.A. Davidson & Co
Montana
$14K +$5.03K +215 +54%
Twin Tree Management
370
Twin Tree Management
Texas
$13K +$12.9K +550 New
KT
371
Kanaly Trust
Texas
$12K
WTB
372
Washington Trust Bank
Washington
$12K +$468 +20 +4%
GXMC
373
Global X Management Company
New York
$11K +$10.2K +436 +1,363%
Bessemer Group
374
Bessemer Group
New Jersey
$10K
FANJ
375
Financial Architects (New Jersey)
New Jersey
$10K +$9.76K +417 New