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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
351
Valley National Advisers
Pennsylvania
$36K +$69 +3 +0.2%
NIPH
352
NN Investment Partners Holdings
Netherlands
$32K – – –
NFG
353
Next Financial Group
Texas
$27K – – –
AP
354
Atwood & Palmer
Missouri
$26K – – –
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$22K -$104K -4,561 -82%
GWM
357
Geneos Wealth Management
Colorado
$22K – – –
RFM
358
Royal Fund Management
Florida
$22K +$22.9K +1,000 New
AAM
359
Advisors Asset Management
Colorado
$21K -$2.29K -100 -10%
MCM
360
MV Capital Management
Maryland
$21K +$3.27K +143 +18%
FHA
361
First Horizon Advisors
Tennessee
$20K – – –
GLI
362
Guardian Life Insurance
New York
$18K -$1.05K -46 -5%
GXMC
363
Global X Management Company
New York
$17K +$6.58K +288 +62%
PCM
364
Penserra Capital Management
California
$16K -$80.5K -3,521 -83%
WA
365
WFG Advisors
Texas
$15K – – –
PIA
366
Piedmont Investment Advisors
North Carolina
$14.3K +$14.1K +616 +15,400%
JFA
367
JNBA Financial Advisors
Minnesota
$14K -$5.49K -240 -29%
FNBT
368
FineMark National Bank & Trust
Florida
$13K -$34.3K -1,500 -74%
WB
369
Webster Bank
Connecticut
$13K +$12.4K +544 New
WTB
370
Washington Trust Bank
Washington
$12K – – –
KT
371
Kanaly Trust
Texas
$11K – – –
FFW
372
Fusion Family Wealth
New York
$11K +$10.3K +450 New
FANJ
373
Financial Architects (New Jersey)
New Jersey
$10K – – –
WA
374
Winfield Associates
Ohio
$10K +$6.54K +286 +197%
PA
375
Parallel Advisors
California
$10K +$9.6K +420 New
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