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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
376
Lowe Wealth Advisors
Maryland
$9K
MWM
377
Mascoma Wealth Management
New Hampshire
$9K +$9.15K +400 New
QCG
378
Quadrant Capital Group
Ohio
$8K -$983 -43 -8%
PMFA
379
Plante Moran Financial Advisors
Michigan
$8K
YWP
380
YorkBridge Wealth Partners
New York
$8K +$8K +350 New
TC
381
Trust Company
Kansas
$7K -$114 -5 -2%
CFA
382
Carroll Financial Associates
North Carolina
$7K
EA
383
Edge Advisors
Georgia
$7K +$7.29K +319 New
HI
384
Hudock Inc
Pennsylvania
$6K
TFO
385
Tarbox Family Office
California
$6K
EFSCE
386
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$892 +39 +17%
GBT
387
Grove Bank & Trust
Florida
$6K +$6.4K +280 New
PCFFS
388
Pacific Center for Financial Services
California
$6K +$6.4K +280 New
ARMC
389
American Research & Management Company
Massachusetts
$5K
PFBT
390
Parkside Financial Bank & Trust
Missouri
$5K +$709 +31 +17%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.14K +225 New
CAW
392
Cornerstone Advisors (Washington)
Washington
$4K
Loomis, Sayles & Company
393
Loomis, Sayles & Company
Massachusetts
$4K
MRCM
394
M&R Capital Management
New Jersey
$3K
QAM
395
QCI Asset Management
New York
$3K
EARNEST Partners
396
EARNEST Partners
Georgia
$3K +$2.72K +119 New
SSB
397
Sandy Spring Bank
Maryland
$3K +$2.72K +119 New
RWM
398
Raffa Wealth Management
District of Columbia
$2.6K
WPA
399
West Paces Advisors
Georgia
$2.18K +$2.17K +95 New
GAM
400
Gemmer Asset Management
California
$2K