We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
351
WR Wealth Planners
Missouri
$7.24K +$6.75K +278 New
PCFFS
352
Pacific Center for Financial Services
California
$7K – – –
SPIA
353
Steward Partners Investment Advisory
New York
$6K -$127K -5,250 -96%
ACM
354
AUA Capital Management
Pennsylvania
$5K -$510 -21 -10%
TWA
355
TCI Wealth Advisors
Arizona
$5K – – –
RG
356
Retirement Group
California
$5K +$49 +2 +1%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$5K +$728 +30 +14%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.55K -64 -30%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$4K -$874 -36 -18%
LF
360
Lee Financial
Texas
$3K -$728 -30 -21%
CT
361
Cambridge Trust
Massachusetts
$3K -$146 -6 -4%
EARNEST Partners
362
EARNEST Partners
Georgia
$3K – – –
First Manhattan
363
First Manhattan
New York
$3K – – –
PFA
364
Professional Financial Advisors
Nebraska
$3K – – –
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.06K +85 +266%
DA
366
Denali Advisors
California
$2K -$1.99K -82 -53%
AFS
367
Annapolis Financial Services
Maryland
$2K – – –
ME
368
McIlrath & Eck
Washington
$2K – – –
JWA
369
JFS Wealth Advisors
Pennsylvania
$2K +$1.24K +51 +182%
Canada Pension Plan Investment Board
370
Canada Pension Plan Investment Board
Ontario, Canada
$2K +$1.6K +66 New
ECM
371
Estabrook Capital Management
New York
$1.04K – – –
AssetMark Inc
372
AssetMark Inc
California
$1K -$1.41K -58 -57%
EW
373
Evoke Wealth
California
$1K – – –
FMP
374
Financial Management Professionals
Texas
$1K – – –
IRC
375
Investors Research Corp
Georgia
$1K – – –