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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
351
Pacific Center for Financial Services
California
$5K – – –
TC
352
Trust Company
Kansas
$5K +$4.31K +293 New
Advisory Services Network
353
Advisory Services Network
Georgia
$5K +$4.44K +302 New
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$3K -$1.62K -110 -36%
TCI Wealth Advisors
356
TCI Wealth Advisors
Arizona
$3K +$2.75K +187 New
Valeo Financial Advisors
357
Valeo Financial Advisors
Indiana
$2K -$1.24K -84 -36%
EARNEST Partners
358
EARNEST Partners
Georgia
$2K – – –
Farmers & Merchants Investments Inc
359
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
Global Retirement Partners
360
Global Retirement Partners
California
$2K – – –
Steward Partners Investment Advisory
361
Steward Partners Investment Advisory
New York
$2K – – –
ACM
362
AUA Capital Management
Pennsylvania
$2K +$1.37K +93 New
PFA
363
Professional Financial Advisors
Nebraska
$2K +$1.47K +100 New
TFO
364
Tarbox Family Office
California
$1K -$2.84K -193 -84%
LC
365
Lindbrook Capital
California
$1K -$15 -1 -3%
EW
366
Evoke Wealth
California
$1K – – –
ECM
367
Estabrook Capital Management
New York
$652 – – –
RWM
368
Raffa Wealth Management
District of Columbia
$570 – – –
ED
369
Exane Derivatives
France
$472 – – –
Prudential plc
370
Prudential plc
United Kingdom
– -$70.2M -4,914,601 Closed
PCM
371
Polaris Capital Management
Massachusetts
– -$26.8M -1,874,300 Closed
Janus Henderson Group
372
Janus Henderson Group
– -$9.32M -652,691 Closed
Brandywine Global Investment Management
373
Brandywine Global Investment Management
Pennsylvania
– -$8.34M -583,991 Closed
Adage Capital Partners
374
Adage Capital Partners
Massachusetts
– -$2.96M -207,000 Closed
MUFG Securities EMEA
375
MUFG Securities EMEA
United Kingdom
– -$2.46M -172,000 Closed