We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$211K -$15.3K -307 -7%
BTI
377
Blue Trust Inc
Georgia
$209K +$63.3K +1,271 +42%
THWM
378
Taylor Hoffman Wealth Management
Virginia
$206K +$188K +3,772 New
GF
379
Gries Financial
Ohio
$204K +$187K +3,758 New
NLP
380
Next Level Private
New York
$203K -$33.5K -673 -15%
EWM
381
Empirical Wealth Management
Washington
$202K +$185K +3,718 New
IA
382
IFP Advisors
Florida
$201K +$131K +2,641 +248%
PAG
383
Paladin Advisory Group
Iowa
$196K
AF
384
Allworth Financial
California
$138K -$2.39K -48 -2%
BCV
385
Banque Cantonale Vaudoise
Switzerland
$138K +$7.07K +142 +6%
GRP
386
Global Retirement Partners
California
$133K +$249 +5 +0.2%
S
387
SignatureFD
Georgia
$130K -$55.1K -1,107 -32%
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$129K -$16.5K -332 -12%
Parallax Volatility Advisers
389
Parallax Volatility Advisers
California
$127K +$116K +2,339 New
CFFP
390
Center for Financial Planning
Michigan
$125K
PTC
391
Private Trust Company
Ohio
$124K
Bessemer Group
392
Bessemer Group
New Jersey
$122K
SIC
393
Salem Investment Counselors
North Carolina
$120K -$9.96K -200 -8%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$119K
NSIM
395
North Star Investment Management
Illinois
$107K +$50 +1 +0.1%
C
396
Covestor
United Kingdom
$102K +$5.53K +111 +6%
Mirae Asset Global ETFs Holdings
397
Mirae Asset Global ETFs Holdings
Hong Kong
$96.4K +$89.5K +1,797 New
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90K -$10.5K -210 -11%
LC
399
Lindbrook Capital
California
$90K +$2.99K +60 +4%
QL
400
Quarry LP
New York
$84.9K +$77.9K +1,565 New