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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
FL
351
Fort LP
Maryland
$250K +$230K +4,611 New
BWM
352
BCS Wealth Management
Tennessee
$250K – – –
TPCW
353
TD Private Client Wealth
New York
$238K +$18.2K +366 +9%
UB
354
UMB Bank
Missouri
$236K +$2.69K +54 +1%
NI
355
NDVR Inc
Massachusetts
$234K -$348 -7 -0.2%
WW
356
Westshore Wealth
California
$234K -$4.13K -83 -2%
BFG
357
Bleakley Financial Group
New Jersey
$234K -$75.5K -1,516 -26%
SW
358
Simplicity Wealth
New Jersey
$234K -$75.2K -1,510 -26%
OAC
359
OMERS Administration Corp
Ontario, Canada
$233K +$214K +4,300 New
GIA
360
Guyasuta Investment Advisors
Pennsylvania
$232K – – –
EBA
361
Eagle Bay Advisors
New York
$230K -$40.6K -815 -16%
PA
362
Pinnacle Associates
New York
$229K -$5.28K -106 -2%
BBHC
363
Brown Brothers Harriman & Co
New York
$227K +$208K +4,180 New
BC
364
Barnett & Company
Tennessee
$223K – – –
AAG
365
Armstrong Advisory Group
Massachusetts
$223K – – –
FPAS
366
Focus Partners Advisor Solutions
Missouri
$220K +$202K +4,061 New
PA
367
Profund Advisors
Maryland
$219K -$73.2K -1,471 -27%
MAM
368
Martingale Asset Management
Massachusetts
$219K -$38.2K -767 -16%
TWM
369
Thrive Wealth Management
Pennsylvania
$219K +$201K +4,040 New
HFM
370
Harvest Fund Management
China
$219K +$201K +4,043 New
EWA
371
EP Wealth Advisors
California
$218K -$6.07K -122 -3%
BC
372
Belmont Capital
California
$217K – – –
DCM
373
DGS Capital Management
New Jersey
$214K +$197K +3,953 New
RPGK
374
Retirement Planning Group (Kansas)
Kansas
$213K +$196K +3,931 New
SAM
375
Smartleaf Asset Management
Massachusetts
$212K -$1.54K -31 -0.8%
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