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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$4K
MF
352
Manchester Financial
California
$4K
PCFFS
353
Pacific Center for Financial Services
California
$4K
PFBT
354
Parkside Financial Bank & Trust
Missouri
$4K +$190 +12 +4%
MLFP
355
MPS Loria Financial Planners
Illinois
$4K +$4.77K +302 New
QCG
356
Quadrant Capital Group
Ohio
$3K -$23.6K -1,491 -87%
TFO
357
Tarbox Family Office
California
$3K -$2.43K -154 -40%
VFA
358
Valeo Financial Advisors
Indiana
$3K +$284 +18 +8%
BCA
359
Berman Capital Advisors
Georgia
$3K +$3.43K +217 New
MIM
360
Macroview Investment Management
Maryland
$3K +$3.56K +225 New
GEA
361
Glen Eagle Advisors
New Jersey
$2.86K
EARNEST Partners
362
EARNEST Partners
Georgia
$2K
SIS
363
Sound Income Strategies
Florida
$2K
SPIA
364
Steward Partners Investment Advisory
New York
$2K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$2K +$47 +3 +2%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.26K +143 New
RA
367
Rational Advisors
New York
$2K +$2.37K +150 New
EW
368
Evoke Wealth
California
$1K -$3.38K -214 -72%
LC
369
Lindbrook Capital
California
$1K -$2.31K -146 -79%
ME
370
McIlrath & Eck
Washington
$1K
GRP
371
Global Retirement Partners
California
$1K +$16 +1 +1%
TFA
372
Transamerica Financial Advisors
Florida
$1K +$16 +1 New
RA
373
Royce & Associates
New York
$1K +$1.03K +65 New
THWM
374
Taylor Hoffman Wealth Management
Virginia
$1K +$1.07K +68 New
EWA
375
Evolution Wealth Advisors
Florida
$1K +$1.5K +95 New