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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
UB
351
UMB Bank
Missouri
$173K -$12.2K -261 -6%
KBC Group
352
KBC Group
Belgium
$171K
1IA
353
1620 Investment Advisors
Massachusetts
$166K -$8.27K -177 -4%
NVCHI
354
New Vernon Capital Holdings II
New Jersey
$164K
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$162K -$5.94K -127 -3%
MI
356
Motiv8 Investments
Florida
$158K +$169K +3,620 New
SAG
357
SageView Advisory Group
California
$156K -$29.1K -622 -15%
GRP
358
Global Retirement Partners
California
$156K +$89.1K +1,905 +114%
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$156K -$69.1K -1,479 -29%
HFS
360
Hantz Financial Services
Michigan
$144K +$91.1K +1,949 +145%
SO
361
STRS Ohio
Ohio
$132K -$6.4K -137 -4%
ECSS
362
Eurizon Capital SGR SpA
$119K +$128K +2,735 New
GI
363
GAMMA Investing
California
$114K +$35.5K +760 +41%
ECM
364
EMC Capital Management
Texas
$108K -$20.5K -438 -15%
MWA
365
Medallion Wealth Advisors
Connecticut
$105K
EWA
366
EverSource Wealth Advisors
Alabama
$103K +$45.1K +965 +69%
CFFP
367
Center for Financial Planning
Michigan
$100K
HPWM
368
High Point Wealth Management
New Jersey
$99.5K +$107K +2,283 New
C
369
Covestor
United Kingdom
$91K +$31.3K +670 +48%
IBOK
370
Independence Bank of Kentucky
Kentucky
$87.2K
NSIM
371
North Star Investment Management
Illinois
$86.5K +$47 +1 +0.1%
HI
372
Horizon Investments
North Carolina
$80.9K -$439K -9,382 -83%
BNP Paribas Asset Management
373
BNP Paribas Asset Management
France
$79K +$20.8K +445 +33%
PA
374
Parallel Advisors
California
$78.5K +$17.9K +383 +27%
AAP
375
Arax Advisory Partners
Colorado
$75.9K -$368K -7,874 -82%