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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Alterna Wealth Management
Texas
$209K +$208K +4,912 New
AR
352
Advisory Research
Illinois
$206K -$1.1M -26,092 -84%
H6H
353
Hightower 6M Holding
Kansas
$205K +$204K +4,809 New
IB
354
Intrust Bank
Kansas
$205K +$204K +4,817 New
GIA
355
Guyasuta Investment Advisors
Pennsylvania
$204K +$203K +4,800 New
MWPCG
356
Measured Wealth Private Client Group
New Hampshire
$203K +$202K +4,762 New
OIA
357
OneDigital Investment Advisors
Kansas
$201K +$200K +4,719 New
WW
358
Westshore Wealth
California
$201K +$200K +4,730 New
IA
359
IFP Advisors
Florida
$197K +$129K +3,054 +100%
UB
360
UMB Bank
Missouri
$187K -$16K -377 -8%
SOW
361
State of Wyoming
Wyoming
$177K -$17.8K -421 -9%
SIC
362
Salem Investment Counselors
North Carolina
$150K -$50.8K -1,200 -26%
CF
363
Centaurus Financial
California
$143K +$142K +3,362 New
Bessemer Group
364
Bessemer Group
New Jersey
$128K +$26.9K +636 +26%
TPCW
365
TD Private Client Wealth
New York
$105K -$18.5K -437 -15%
DBG
366
De Burlo Group
Massachusetts
$102K +$102K +2,400 New
HNB
367
Huntington National Bank
Ohio
$102K
CFFP
368
Center for Financial Planning
Michigan
$98K +$97.5K +2,303 New
SCM
369
Silvant Capital Management
Georgia
$96K
MCC
370
Money Concepts Capital
Florida
$88K -$23.3K -550 -21%
EI
371
Ellevest Inc
New York
$88K +$40.8K +963 +87%
NSIM
372
North Star Investment Management
Illinois
$84K +$42 +1 +0.1%
WFA
373
Wipfli Financial Advisors
Wisconsin
$84K +$83.8K +1,981 New
CG
374
Cutler Group
California
$81K +$59.9K +1,416 +279%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.5K