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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
376
STRS Ohio
Ohio
$81K -$13.8K -527 -17%
OIA
377
OneDigital Investment Advisors
Kansas
$77K +$65.7K +2,505 New
AP
378
Advisors Preferred
Maryland
$75K +$63.7K +2,427 New
NSIM
379
North Star Investment Management
Illinois
$74K – – –
AIM
380
Acrospire Investment Management
Illinois
$74K +$63K +2,400 New
CTC
381
Central Trust Company
Missouri
$73K – – –
EMG
382
ETF Managers Group
New Jersey
$65K +$54.9K +2,093 New
DVM
383
Dreman Value Management
Florida
$62K -$394K -15,004 -88%
CFN
384
Cordasco Financial Network
Florida
$62K – – –
BC
385
Bartlett & Co
Ohio
$61K – – –
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$57K – – –
IIC
387
Integrated Investment Consultants
Michigan
$56K -$5.25K -200 -10%
RWA
388
Ropes Wealth Advisors
Massachusetts
$49K – – –
VNA
389
Valley National Advisers
Pennsylvania
$49K +$105 +4 +0.3%
ASN
390
Advisory Services Network
Georgia
$42K -$2.65K -101 -7%
DADC
391
D.A. Davidson & Co
Montana
$37K -$518K -19,737 -94%
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$35K – – –
LWCFA
393
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
HFM
394
Harvest Fund Management
China
$31K +$26.1K +995 New
HMS
395
Hanseatic Management Services
New Mexico
$31K +$26.7K +1,019 New
GWM
396
Geneos Wealth Management
Colorado
$30K – – –
RFM
397
Royal Fund Management
Florida
$30K – – –
MCM
398
MV Capital Management
Maryland
$27K -$4.28K -163 -16%
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K – – –
WA
400
WFG Advisors
Texas
$21K +$13.1K +500 +303%
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