We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
Optimum Investment Advisors
Illinois
$134K -$36K -1,500 -21%
AIM
352
Anchor Investment Management
South Carolina
$134K
DCM
353
Dupont Capital Management
Delaware
$127K +$33.8K +1,406 +35%
RIM
354
Rampart Investment Management
Connecticut
$116K +$8.67K +361 +8%
HPC
355
HM Payson & Co
Maine
$113K
WAM
356
Wolverine Asset Management
Illinois
$99K +$29.5K +1,230 +41%
PCM
357
Pinz Capital Management
New York
$99K +$101K +4,200 New
CIA
358
CSat Investment Advisory
Michigan
$85K +$18.2K +757 +26%
AIP
359
Ameritas Investment Partners
Nebraska
$81K
Federated Hermes
360
Federated Hermes
Pennsylvania
$81K +$13.2K +551 +19%
MME
361
Meag Munich Ergo
Germany
$79K -$993K -41,336 -92%
VCP
362
Verus Capital Partners
Arizona
$78K +$80.1K +3,335 New
GWM
363
Geneos Wealth Management
Colorado
$71K +$3.1K +129 +4%
HNB
364
Huntington National Bank
Ohio
$70K +$14.2K +590 +25%
NSIM
365
North Star Investment Management
Illinois
$56K
EW
366
Evoke Wealth
California
$53.2K -$216 -9 -0.4%
SCM
367
Silvant Capital Management
Georgia
$53K
AF
368
Advisornet Financial
Minnesota
$52K +$33.4K +1,392 +168%
RA
369
Rational Advisors
New York
$50K -$4.95K -206 -9%
CFN
370
Cordasco Financial Network
Florida
$47K
FMT
371
First Mercantile Trust
Tennessee
$35K +$2.21K +92 +7%
AP
372
Americana Partners
Texas
$35K +$36K +1,500 New
QCG
373
Quadrant Capital Group
Ohio
$31K +$1.18K +49 +4%
VNA
374
Valley National Advisers
Pennsylvania
$28K
PI
375
PineBridge Investments
New York
$27K -$1.49K -62 -5%