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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$1.59K
GI
377
Gradient Investments
Minnesota
$1.37K +$1.39K +43 New
EWA
378
EverSource Wealth Advisors
Alabama
$1.05K -$904 -28 -46%
ADL
379
Asset Dedication LLC
California
$1K
CA
380
Centerpoint Advisors
Massachusetts
$1K
FMP
381
Financial Management Professionals
Texas
$1K
AF
382
Advisornet Financial
Minnesota
$988 +$904 +28 +933%
DI
383
Disciplined Investments
Oklahoma
$860
FHA
384
First Horizon Advisors
Tennessee
$797
SIC
385
SJS Investment Consulting
Ohio
$765 +$32 +1 +4%
KHC
386
Koesten Hirschmann & Crabtree
Kansas
$638
VWM
387
Venturi Wealth Management
Texas
$606 +$614 +19 New
VCM
388
Versant Capital Management
Arizona
$542 +$162 +5 +42%
CTA
389
Colonial Trust Advisors
South Carolina
$446
RI
390
Ridgewood Investments
New Jersey
$417
CAS
391
Coppell Advisory Solutions
Texas
$384 +$388 +12 New
GWS
392
Glassman Wealth Services
Virginia
$351
CHA
393
Carmichael Hill & Associates
Maryland
$329
HI
394
Harbour Investments
Wisconsin
$289 -$45.4K -1,404 -99%
HI
395
Horizon Investments
North Carolina
$223 +$226 +7 New
TWP
396
TFO Wealth Partners
Ohio
$96
CS
397
Candriam SCA
Luxembourg
-$8.39M -258,483 Closed
DWA
398
Dorsey Wright & Associates
California
-$6.24M -177,053 Closed
AM
399
AGF Management
Ontario, Canada
-$3.27M -92,746 Closed
E
400
Ergoteles
New York
-$2.84M -80,538 Closed