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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
OneDigital Investment Advisors
Kansas
$66K +$208 +8 +0.3%
FWM
377
Focused Wealth Management
New York
$66K +$64.9K +2,500 New
NSIM
378
North Star Investment Management
Illinois
$63K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$61K +$1.4K +54 +2%
CFN
380
Cordasco Financial Network
Florida
$52K
DVM
381
Dreman Value Management
Florida
$52K
BC
382
Bartlett & Co
Ohio
$51K
ARMT
383
Amica Retiree Medical Trust
Rhode Island
$48K
HMS
384
Hanseatic Management Services
New Mexico
$47K +$4.44K +171 +10%
RWA
385
Ropes Wealth Advisors
Massachusetts
$42K
VNA
386
Valley National Advisers
Pennsylvania
$42K +$104 +4 +0.3%
MRCM
387
M&R Capital Management
New Jersey
$38K +$34.7K +1,336 +891%
ASN
388
Advisory Services Network
Georgia
$35K
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$34K +$3.74K +144 +12%
CA
390
Calton & Associates
Florida
$30K +$28.4K +1,095 New
SWP
391
Stratos Wealth Partners
Ohio
$30K +$29.3K +1,130 New
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
APA
393
American Portfolios Advisors
New York
$26.2K +$26K +1,000 New
GWM
394
Geneos Wealth Management
Colorado
$26K
RFM
395
Royal Fund Management
Florida
$26K
FPF
396
FNY Partners Fund
New York
$26K +$26K +1,000 New
PCM
397
Penserra Capital Management
California
$23K +$23.6K +910 New
JFGIW
398
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
GLI
399
Guardian Life Insurance
New York
$18K +$5.29K +204 +43%
NL
400
NVWM LLC
Pennsylvania
$18K +$17.5K +676 New