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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$9K
FF
352
FourThought Financial
Florida
$9K
HI
353
Hudock Inc
Pennsylvania
$9K
SIAP
354
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
S
355
SignatureFD
Georgia
$9K +$521 +22 +6%
LPWM
356
Lake Point Wealth Management
Texas
$9K +$9.47K +400 New
CFN
357
Cordasco Financial Network
Florida
$8K
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
AWM
359
Accel Wealth Management
Iowa
$8K +$47 +2 +0.6%
NFG
360
Next Financial Group
Texas
$7K
PCFFS
361
Pacific Center for Financial Services
California
$7K
WQ
362
Wealth Quarterback
New Jersey
$6K +$5.3K +224 New
TPCW
363
TD Private Client Wealth
New York
$5.59K -$166 -7 -3%
SPIA
364
Steward Partners Investment Advisory
New York
$5K -$56.4K -2,384 -93%
RG
365
Retirement Group
California
$5K -$2.3K -97 -32%
ACM
366
AUA Capital Management
Pennsylvania
$5K -$568 -24 -10%
BU
367
BBVA USA
Alabama
$5K +$5.3K +224 New
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$4K
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$4K
TWA
370
TCI Wealth Advisors
Arizona
$4K
First Manhattan
371
First Manhattan
New York
$3K -$4.74K -200 -57%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$3K -$189 -8 -4%
EARNEST Partners
373
EARNEST Partners
Georgia
$3K
LF
374
Lee Financial
Texas
$3K +$2.67K +113 New
AFS
375
Annapolis Financial Services
Maryland
$2K