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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$61K
KL
377
KWMG LLC
Kansas
$55K -$6.49K -243 -10%
TSW
378
Thompson Siegel & Walmsley
Virginia
$52K -$19.9M -743,960 -100%
CFN
379
Cordasco Financial Network
Florida
$51K
RIM
380
Rampart Investment Management
Connecticut
$49K -$32.4K -1,215 -38%
ARMT
381
Amica Retiree Medical Trust
Rhode Island
$46K
CIA
382
CSat Investment Advisory
Michigan
$42K +$4.86K +182 +12%
RWA
383
Ropes Wealth Advisors
Massachusetts
$41K
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$40K +$7.66K +287 +22%
ER
385
Enlightenment Research
Florida
$38K +$40K +1,500 New
S
386
SignatureFD
Georgia
$34K -$29.7K -1,111 -45%
VNA
387
Valley National Advisers
Pennsylvania
$30K
RFM
388
Royal Fund Management
Florida
$25K
SWM
389
SeaCrest Wealth Management
New York
$25K
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$24K
Loomis, Sayles & Company
391
Loomis, Sayles & Company
Massachusetts
$24K +$16K +599 +181%
PFGIA
392
Patriot Financial Group Insurance Agency
Massachusetts
$21K
AQA
393
Alpha Quant Advisors
Texas
$18K +$18.6K +695 New
NL
394
NVWM LLC
Pennsylvania
$17K
JFA
395
JNBA Financial Advisors
Minnesota
$15K -$2.8M -104,722 -99%
GLI
396
Guardian Life Insurance
New York
$15K
RWA
397
River Wealth Advisors
Pennsylvania
$15K
WANY
398
Wealthspire Advisors (New York)
New York
$15K +$16K +598 New
AW
399
Alpha Windward
Massachusetts
$13K -$17.7K -663 -56%
CTC
400
Central Trust Company
Missouri
$13K