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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFP Advisors
Florida
$30.4K -$34.4K -933 -57%
NL
352
NVWM LLC
Pennsylvania
$29.3K
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$29.3K +$17.5K +473 +227%
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$28K +$22.2K +600 +1,200%
PP
355
PrairieView Partners
Minnesota
$26K
AP
356
Atwood & Palmer
Missouri
$24.5K
EWA
357
EverSource Wealth Advisors
Alabama
$23.9K +$19.3K +522 +1,582%
Fidelity International
358
Fidelity International
Bermuda
$23.3K +$702 +19 +4%
NFSG
359
Newbridge Financial Services Group
Florida
$21.5K
TLA
360
Tanglewood Legacy Advisors
Texas
$21.5K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$19.8K +$6.72K +182 +66%
LWA
362
Lowe Wealth Advisors
Maryland
$17.5K
GIA
363
GHP Investment Advisors
Colorado
$15.5K +$111 +3 +0.8%
SPIA
364
Steward Partners Investment Advisory
New York
$12.6K +$3.69K +100 +52%
CTC
365
Central Trust Company
Missouri
$12.5K +$10.7K +290 New
PCFFS
366
Pacific Center for Financial Services
California
$12.1K
WWP
367
WR Wealth Planners
Missouri
$12K
ETC
368
Exchange Traded Concepts
Oklahoma
$11.6K -$10K -272 -50%
CFGS
369
Concourse Financial Group Securities
Alabama
$11K +$37 +1 +0.4%
RG
370
Retirement Group
California
$9.52K +$74 +2 +0.9%
SCA
371
Stonebridge Capital Advisors
Minnesota
$9.3K
CSC
372
Caldwell Sutter Capital
California
$8.61K
AWM
373
Abound Wealth Management
Tennessee
$8.61K +$1.85K +50 +33%
BIA
374
Bell Investment Advisors
California
$6.63K -$1.07K -29 -16%
CFD
375
Creative Financial Designs
Indiana
$6.46K