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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 – – –
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
CL
353
COWA LLC
Oklahoma
$4K +$3.12K +165 New
EARNEST Partners
354
EARNEST Partners
Georgia
$3K – – –
IAIM
355
International Assets Investment Management
Florida
$3K – – –
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$3K +$1.4K +74 +62%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.27K +120 New
AFS
358
Annapolis Financial Services
Maryland
$2K – – –
PFBT
359
Parkside Financial Bank & Trust
Missouri
$2K – – –
PFA
360
Professional Financial Advisors
Nebraska
$2K – – –
DA
361
Denali Advisors
California
$1K -$444K -23,500 -100%
EW
362
Evoke Wealth
California
$1K – – –
Global Retirement Partners
363
Global Retirement Partners
California
$1K – – –
IRC
364
Investors Research Corp
Georgia
$1K – – –
LC
365
Lindbrook Capital
California
$1K – – –
TFO
366
Tarbox Family Office
California
$1K – – –
MassMutual Private Wealth & Trust
367
MassMutual Private Wealth & Trust
Connecticut
$1K +$605 +32 New
WCM
368
Wealthcare Capital Management
Virginia
$1K +$888 +47 New
MWP
369
Meridian Wealth Partners
Pennsylvania
$1K +$1.08K +57 New
ECM
370
Estabrook Capital Management
New York
$872 – – –
RWM
371
Raffa Wealth Management
District of Columbia
$763 – – –
AIM
372
Anchor Investment Management
South Carolina
$44 +$38 +2 New
DA
373
Duality Advisers
Florida
– -$5.28M -332,634 Closed
Jacobs Levy Equity Management
374
Jacobs Levy Equity Management
New Jersey
– -$4.46M -280,878 Closed
Natixis
375
Natixis
France
– -$3.96M -250,020 Closed