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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
Ellevest Inc
New York
$14K +$822 +33 +6%
CTC
352
Central Trust Company
Missouri
$13K
EWM
353
Endurance Wealth Management
Rhode Island
$13K
QCG
354
Quadrant Capital Group
Ohio
$13K
BCA
355
Berman Capital Advisors
Georgia
$10K
HI
356
Hudock Inc
Pennsylvania
$10K
LPWM
357
Lake Point Wealth Management
Texas
$10K
LWA
358
Lowe Wealth Advisors
Maryland
$10K
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
S
360
SignatureFD
Georgia
$10K +$374 +15 +4%
SWM
361
Spire Wealth Management
Virginia
$9K -$1.54K -62 -15%
CFN
362
Cordasco Financial Network
Florida
$8K
NFG
363
Next Financial Group
Texas
$8K
BU
364
BBVA USA
Alabama
$8K +$2.09K +84 +38%
PCFFS
365
Pacific Center for Financial Services
California
$7K
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.85K +235 +734%
WQ
367
Wealth Quarterback
New Jersey
$6K +$75 +3 +1%
BIA
368
Bell Investment Advisors
California
$6K +$6.38K +256 New
TAIM
369
TD Ameritrade Investment Management
Nebraska
$6K +$9.04K +363 New
TPCW
370
TD Private Client Wealth
New York
$5.95K
AWM
371
Accel Wealth Management
Iowa
$5K -$2.96K -119 -36%
ACM
372
AUA Capital Management
Pennsylvania
$5K -$174 -7 -3%
RG
373
Retirement Group
California
$5K +$75 +3 +1%
TWA
374
TCI Wealth Advisors
Arizona
$5K +$299 +12 +7%
DOA
375
D'Orazio & Associates
Virginia
$5K +$5.36K +215 New