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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Hudock Inc
Pennsylvania
$9K
LPWM
352
Lake Point Wealth Management
Texas
$9K
SIAP
353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
CFN
354
Cordasco Financial Network
Florida
$8K
SWM
355
Spire Wealth Management
Virginia
$8K +$412 +17 +5%
AWM
356
Accel Wealth Management
Iowa
$8K +$2.94K +121 +56%
NFG
357
Next Financial Group
Texas
$7K
PCFFS
358
Pacific Center for Financial Services
California
$7K
FF
359
FourThought Financial
Florida
$7K +$7.28K +300 New
TPCW
360
TD Private Client Wealth
New York
$5.61K
ACM
361
AUA Capital Management
Pennsylvania
$5K -$267 -11 -5%
RG
362
Retirement Group
California
$5K +$49 +2 +1%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$5K +$873 +36 +22%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.24K +216 New
TWA
365
TCI Wealth Advisors
Arizona
$4K -$291 -12 -6%
LF
366
Lee Financial
Texas
$4K +$728 +30 +27%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$4K +$776 +32 +18%
DA
368
Denali Advisors
California
$4K +$3.76K +155 New
EARNEST Partners
369
EARNEST Partners
Georgia
$3K
First Manhattan
370
First Manhattan
New York
$3K
CT
371
Cambridge Trust
Massachusetts
$3K +$3.27K +135 New
AssetMark Inc
372
AssetMark Inc
California
$2K -$12.2M -503,118 -100%
AFS
373
Annapolis Financial Services
Maryland
$2K
PFA
374
Professional Financial Advisors
Nebraska
$2K
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$1K -$5.7K -235 -88%