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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
351
Next Level Private
New York
$216K +$209K +4,408 New
WW
352
Westshore Wealth
California
$216K -$4.66K -98 -2%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$216K -$50.8K -1,069 -20%
NI
354
NDVR Inc
Massachusetts
$213K +$206K +4,330 New
PA
355
Pinnacle Associates
New York
$212K +$5.04K +106 +3%
PS
356
Principal Securities
Iowa
$212K +$81.2K +1,710 +66%
UB
357
UMB Bank
Missouri
$211K +$760 +16 +0.4%
CIBC Asset Management
358
CIBC Asset Management
Ontario, Canada
$207K
EWA
359
EP Wealth Advisors
California
$204K -$6.51K -137 -3%
BC
360
Barnett & Company
Tennessee
$202K +$196K +4,120 New
AAG
361
Armstrong Advisory Group
Massachusetts
$199K
TPCW
362
TD Private Client Wealth
New York
$197K +$66.3K +1,395 +53%
BC
363
Belmont Capital
California
$196K -$67K -1,410 -26%
SAM
364
Smartleaf Asset Management
Massachusetts
$195K -$104K -2,184 -35%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$179K
PAG
366
Paladin Advisory Group
Iowa
$173K
S
367
SignatureFD
Georgia
$172K +$50.5K +1,064 +44%
KBC Group
368
KBC Group
Belgium
$153K +$18.5K +389 +14%
HI
369
Handelsinvest Investeringsforvaltning
Denmark
$150K -$75.3K -1,585 -34%
BTI
370
Blue Trust Inc
Georgia
$147K +$16.6K +350 +13%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$135K -$10.3K -216 -8%
CI Investments Inc
372
CI Investments Inc
Ontario, Canada
$133K +$37.1K +781 +40%
GCM
373
Gladius Capital Management
Illinois
$129K -$49K -1,032 -28%
SL
374
Salomon & Ludwin
Virginia
$125K
AF
375
Allworth Financial
California
$124K +$13.9K +292 +13%