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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Shelton Capital Management
Colorado
$354K – – –
ACA
352
Affinity Capital Advisors
California
$353K +$29.8K +500 +10%
LA
353
Lindenwold Advisors
Pennsylvania
$351K +$329K +5,523 New
PCG
354
Prosperity Consulting Group
Maryland
$349K +$327K +5,491 New
GCM
355
Gallacher Capital Management
Colorado
$342K -$83.3K -1,398 -21%
VA
356
Vident Advisory
Georgia
$335K -$738K -12,386 -70%
WT
357
Washington Trust
Rhode Island
$324K – – –
WIC
358
Woodmont Investment Counsel
Tennessee
$320K – – –
BFS
359
Bard Financial Services
Connecticut
$318K – – –
LIA
360
LBMC Investment Advisors
Tennessee
$318K – – –
REMPR
361
Roof Eidam Maycock Peralta (REMP)
California
$318K – – –
CCM
362
Coldstream Capital Management
Washington
$309K +$11.8K +198 +4%
IB
363
Intrust Bank
Kansas
$307K – – –
GIA
364
Guyasuta Investment Advisors
Pennsylvania
$305K – – –
PAG
365
Private Advisor Group
New Jersey
$305K -$90.4K -1,517 -24%
MLA
366
My Legacy Advisors
Oregon
$303K -$57.2K -960 -17%
CT
367
ClearAlpha Technologies
Connecticut
$300K -$84.6K -1,420 -23%
UB
368
UMB Bank
Missouri
$299K +$20.8K +349 +8%
BTI
369
Blue Trust Inc
Georgia
$297K +$72.7K +1,219 +29%
GC
370
Globeflex Capital
California
$296K – – –
LFAS
371
Level Four Advisory Services
Texas
$296K -$119 -2 -0%
PI
372
PFG Investments
New York
$295K +$1.07K +18 +0.4%
FL
373
Fort LP
Maryland
$294K +$1.01K +17 +0.4%
SCI
374
Silver Coast Investments
United States
$291K +$273K +4,576 New
FTWA
375
Fifth Third Wealth Advisors
Ohio
$288K -$12.2K -205 -4%
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