We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$120K +$26.7K +562 +30%
SIC
377
Salem Investment Counselors
North Carolina
$119K -$9.5K -200 -8%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$118K +$9.88K +208 +10%
LSA
379
Leonteq Securities AG
Switzerland
$118K -$4.28K -90 -4%
CFFP
380
Center for Financial Planning
Michigan
$113K
PTC
381
Private Trust Company
Ohio
$112K -$23.9K -504 -18%
Bessemer Group
382
Bessemer Group
New Jersey
$110K
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$107K +$106K +2,226 New
IPW
384
Impact Partnership Wealth
Georgia
$101K +$93K +1,957 +2,060%
SOW
385
State of Wyoming
Wyoming
$98K +$94.8K +1,996 New
NSIM
386
North Star Investment Management
Illinois
$97.1K +$95 +2 +0.1%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.8K
C
388
Covestor
United Kingdom
$87K -$9.98K -210 -11%
LC
389
Lindbrook Capital
California
$78.5K -$998 -21 -1%
RFS
390
Richardson Financial Services
Massachusetts
$73.7K +$35.4K +745 +99%
QCG
391
Quadrant Capital Group
Ohio
$70K -$1.38K -29 -2%
CIM
392
Chiron Investment Management
New York
$65.2K +$27.2K +572 +76%
HPC
393
HM Payson & Co
Maine
$56.5K
CA
394
Continuum Advisory
Idaho
$55.1K +$53.2K +1,120 New
Nomura Asset Management
395
Nomura Asset Management
Japan
$53.5K
IA
396
IFP Advisors
Florida
$52.2K -$23.7K -499 -32%
NFSG
397
Newbridge Financial Services Group
Florida
$49.4K +$47.7K +1,005 New
HNB
398
Huntington National Bank
Ohio
$47.8K +$3.47K +73 +8%
CG
399
Cutler Group
California
$46K -$7.65K -161 -15%
PA
400
Parallel Advisors
California
$41.7K -$380 -8 -0.9%