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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$36.5K
CFB
377
Cullen/Frost Bankers
Texas
$36.5K
BC
378
Belmont Capital
California
$32K
HMS
379
Hanseatic Management Services
New Mexico
$31K
VNA
380
Valley National Advisers
Pennsylvania
$30K
QCG
381
Quadrant Capital Group
Ohio
$29.7K -$5.73K -141 -15%
AIC
382
Archer Investment Corporation
Indiana
$29.2K
NL
383
NVWM LLC
Pennsylvania
$24.9K
MSCM
384
McElhenny Sheffield Capital Management
Texas
$22.7K +$25.3K +622 New
PP
385
PrairieView Partners
Minnesota
$22K
BAM
386
Belpointe Asset Management
Nevada
$21.7K +$24.1K +593 New
AP
387
Atwood & Palmer
Missouri
$20.8K
GRP
388
Global Retirement Partners
California
$19.8K +$16.2K +399 +277%
NFSG
389
Newbridge Financial Services Group
Florida
$19.5K -$17.5K -430 -45%
CTC
390
Central Trust Company
Missouri
$18.3K
CG
391
Cutler Group
California
$18K -$57.3K -1,410 -73%
EWM
392
Endurance Wealth Management
Rhode Island
$18K
PFBT
393
Parkside Financial Bank & Trust
Missouri
$16.6K +$12.3K +303 +201%
TWM
394
Tradition Wealth Management
Minnesota
$15K
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$15K +$12.7K +313 +368%
LWA
396
Lowe Wealth Advisors
Maryland
$14.8K
GIA
397
GHP Investment Advisors
Colorado
$12.8K +$122 +3 +0.9%
WWP
398
WR Wealth Planners
Missouri
$10.2K
TWA
399
TCI Wealth Advisors
Arizona
$9.82K -$3.66K -90 -25%
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$9K +$2.44K +60 +31%