We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
376
Valley National Advisers
Pennsylvania
$42K +$36.8K +1,172 +293%
MCA
377
Mercer Capital Advisers
New Jersey
$41K
RFWA
378
RPg Family Wealth Advisory
Massachusetts
$39.6K
PAIA
379
Park Avenue Institutional Advisers
New York
$39K -$1.32K -42 -3%
IPC
380
Independent Portfolio Consultants
Florida
$38K +$17.4K +555 +62%
PCM
381
Penserra Capital Management
California
$37K +$13.9K +441 +44%
CG
382
Cutler Group
California
$36K +$43.7K +1,392 New
AP
383
Atwood & Palmer
Missouri
$30K +$10.1K +321 +39%
ASN
384
Advisory Services Network
Georgia
$29K -$2.73K -87 -7%
AAM
385
Advisors Asset Management
Colorado
$29K
TFA
386
Transamerica Financial Advisors
Florida
$28K -$184K -5,871 -85%
LWCFA
387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
EWM
388
Evercore Wealth Management
New York
$26K +$30.3K +966 New
GWM
389
Geneos Wealth Management
Colorado
$26K +$31.4K +1,000 New
GXMC
390
Global X Management Company
New York
$25K +$27K +859 +826%
GLI
391
Guardian Life Insurance
New York
$23K -$7.44K -237 -21%
EMG
392
ETF Managers Group
New Jersey
$23K +$31.1K +989 New
NCM
393
Nelson Capital Management
California
$20K
FHA
394
First Horizon Advisors
Tennessee
$19K +$942 +30 +3%
WA
395
WFG Advisors
Texas
$18K
SAMC
396
Shinko Asset Management Company
Japan
$17K
JFA
397
JNBA Financial Advisors
Minnesota
$16K
KT
398
Kanaly Trust
Texas
$13K
CGT
399
Capital Guardian Trust
California
$12K +$13.9K +442 New
Loomis, Sayles & Company
400
Loomis, Sayles & Company
Massachusetts
$11K -$570K -18,140 -98%