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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
DT
351
Diversified Trust
Tennessee
$306K +$322K +5,582 New
KWM
352
Kingsview Wealth Management
Oregon
$305K -$5.78K -100 -2%
SIS
353
Sound Income Strategies
Florida
$305K -$7.96M -137,776 -96%
JWCA
354
J.W. Cole Advisors
Florida
$302K +$75.3K +1,304 +31%
SAM
355
Shell Asset Management
Netherlands
$302K -$40.1K -694 -11%
ACA
356
Affinity Capital Advisors
California
$302K
LA
357
Lindenwold Advisors
Pennsylvania
$295K -$14K -243 -4%
MLA
358
My Legacy Advisors
Oregon
$293K -$4.04K -70 -1%
BCV
359
Banque Cantonale Vaudoise
Switzerland
$292K +$69.3K +1,200 +29%
DCM
360
DGS Capital Management
New Jersey
$290K -$5.43K -94 -2%
BCI
361
Brinker Capital Investments
Pennsylvania
$290K -$76.7K -1,328 -20%
OIA
362
OneDigital Investment Advisors
Kansas
$284K +$299K +5,182 New
JG
363
Jain Global
New York
$284K +$49.4K +855 +20%
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$282K +$65.1K +1,127 +28%
SG Americas Securities
365
SG Americas Securities
New York
$275K -$548K -9,496 -65%
BFS
366
Bard Financial Services
Connecticut
$274K
EHC
367
Everett Harris & Co
California
$274K
LIA
368
LBMC Investment Advisors
Tennessee
$274K
REMPR
369
Roof Eidam Maycock Peralta (REMP)
California
$274K
ACP
370
Arcus Capital Partners
Georgia
$274K -$61.6K -1,066 -18%
AF
371
Allworth Financial
California
$273K +$113K +1,957 +65%
THCM
372
Taylor Hoffman Capital Management
Virginia
$273K
UB
373
UMB Bank
Missouri
$272K -$30.4K -526 -10%
LFAS
374
Level Four Advisory Services
Texas
$272K -$462 -8 -0.2%
TSS
375
Two Sigma Securities
New York
$267K -$159K -2,760 -36%