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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
376
Cypress Point Wealth Management
Texas
$205K +$187K +5,378 New
EWA
377
EverSource Wealth Advisors
Alabama
$204K +$69.5K +1,996 +59%
CL
378
CSS LLC
Illinois
$197K -$278K -7,980 -61%
S
379
SignatureFD
Georgia
$193K +$66.6K +1,912 +61%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$187K +$24.1K +692 +16%
SAM
381
Smartleaf Asset Management
Massachusetts
$170K
C
382
Covestor
United Kingdom
$170K +$76.8K +2,203 +98%
SO
383
STRS Ohio
Ohio
$170K +$51K +1,463 +49%
SOW
384
State of Wyoming
Wyoming
$167K -$229K -6,580 -60%
1IA
385
1620 Investment Advisors
Massachusetts
$154K -$3.69K -106 -3%
KBC Group
386
KBC Group
Belgium
$150K
EP
387
Essential Partners
California
$147K +$90.7K +2,603 +208%
NVCHI
388
New Vernon Capital Holdings II
New Jersey
$143K
LFG
389
Larson Financial Group
Missouri
$132K +$59.2K +1,699 +96%
SCM
390
Sterling Capital Management
North Carolina
$127K -$10.5K -302 -8%
PA
391
Parallel Advisors
California
$127K +$5.3K +152 +5%
SS
392
SBI Securities
Japan
$125K +$69.7K +2,000 +156%
GRP
393
Global Retirement Partners
California
$112K +$102K +2,929 New
AAG
394
Armstrong Advisory Group
Massachusetts
$97.7K
MWA
395
Medallion Wealth Advisors
Connecticut
$91.4K
GI
396
GAMMA Investing
California
$88.2K +$39.7K +1,139 +97%
CFFP
397
Center for Financial Planning
Michigan
$87.7K
ECSS
398
Eurizon Capital SGR SpA
$79.7K -$33.5K -962 -32%
VCM
399
Versant Capital Management
Arizona
$79.3K -$15.3K -438 -17%
IBOK
400
Independence Bank of Kentucky
Kentucky
$76.2K