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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
351
New Vernon Capital Holdings II
New Jersey
$130K +$145K +3,568 New
SIC
352
Salem Investment Counselors
North Carolina
$129K
Bessemer Group
353
Bessemer Group
New Jersey
$102K -$11.4K -281 -9%
MCC
354
Money Concepts Capital
Florida
$94.8K +$21.2K +522 +25%
S
355
SignatureFD
Georgia
$92.1K +$82.8K +2,037 +419%
BTI
356
Blue Trust Inc
Georgia
$89K +$37K +911 +78%
HNB
357
Huntington National Bank
Ohio
$88.3K +$732 +18 +0.8%
AWM
358
Accurate Wealth Management
Florida
$85.5K +$95.5K +2,351 New
CFFP
359
Center for Financial Planning
Michigan
$84.1K
TPCW
360
TD Private Client Wealth
New York
$82.4K -$9.02K -222 -9%
SCM
361
Silvant Capital Management
Georgia
$82.1K
EI
362
Ellevest Inc
New York
$81.4K +$6.75K +166 +8%
IGWM
363
ICA Group Wealth Management
Colorado
$73K +$81.3K +2,000 New
NSIM
364
North Star Investment Management
Illinois
$71.9K +$41 +1 +0.1%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.3K
CA
366
CoreCap Advisors
Michigan
$61.6K +$68.5K +1,686 New
CFGS
367
Concourse Financial Group Securities
Alabama
$59K +$19.5K +479 +43%
PTC
368
Private Trust Company
Ohio
$59K
C
369
Covestor
United Kingdom
$59K +$55.4K +1,363 +537%
LC
370
Lindbrook Capital
California
$50.7K
DFCM
371
Dark Forest Capital Management
Puerto Rico
$49.5K +$55.1K +1,356 New
LSA
372
Leonteq Securities AG
Switzerland
$49.1K +$6.1K +150 +13%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$49K -$4.06K -100 -7%
HI
374
Harbour Investments
Wisconsin
$45.2K -$10.8K -266 -18%
PA
375
Parallel Advisors
California
$39.2K -$13.5K -332 -24%