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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
351
Trustmark National Bank Trust Department
Mississippi
$94K +$92.6K +3,650 New
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$85K +$14.4K +568 +20%
GWM
353
Geneos Wealth Management
Colorado
$84K +$58.3K +2,299 +230%
SCM
354
Silvant Capital Management
Georgia
$71K
KJWM
355
Kiley Juergens Wealth Management
Washington
$70K +$69.1K +2,722 New
OIA
356
OneDigital Investment Advisors
Kansas
$66K +$254 +10 +0.4%
SO
357
STRS Ohio
Ohio
$65K
S
358
SignatureFD
Georgia
$63K +$16.7K +658 +36%
KL
359
KWMG LLC
Kansas
$62K -$2.19M -86,134 -97%
HNB
360
Huntington National Bank
Ohio
$62K -$2.54K -100 -4%
NSIM
361
North Star Investment Management
Illinois
$62K
TC
362
Truvestments Capital
Florida
$60K +$59K +2,325 New
PHK
363
Point72 Hong Kong
Hong Kong
$57K -$286K -11,290 -84%
WSTAM
364
Wilbanks Smith & Thomas Asset Management
Virginia
$56K +$55.6K +2,190 New
CFN
365
Cordasco Financial Network
Florida
$52K
PCM
366
Penserra Capital Management
California
$51K +$50.8K +2,004 New
ARMT
367
Amica Retiree Medical Trust
Rhode Island
$47K
MCM
368
Mainstay Capital Management
Michigan
$42K
RWA
369
Ropes Wealth Advisors
Massachusetts
$41K
MRCM
370
M&R Capital Management
New Jersey
$38K
CIA
371
CSat Investment Advisory
Michigan
$38K +$12.7K +500 +51%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$33K +$1.95K +77 +6%
AW
373
Alpha Windward
Massachusetts
$31K -$461K -18,180 -94%
VNA
374
Valley National Advisers
Pennsylvania
$31K -$10.2K -404 -25%
ICM
375
IMS Capital Management
Oregon
$26K +$25.4K +1,000 New