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H&R Block

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