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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NI
376
NDVR Inc
Massachusetts
$287K +$11.4K +192 +4%
1IA
377
1620 Investment Advisors
Massachusetts
$286K -$234K -3,921 -47%
OIA
378
OneDigital Investment Advisors
Kansas
$284K -$9.72K -163 -4%
RFG
379
Range Financial Group
Oregon
$280K -$617K -10,347 -70%
BFG
380
Bleakley Financial Group
New Jersey
$279K +$4.35K +73 +2%
EBA
381
Eagle Bay Advisors
New York
$273K +$3.34K +56 +1%
DCM
382
DGS Capital Management
New Jersey
$270K +$17.8K +298 +8%
EWA
383
EP Wealth Advisors
California
$270K +$13.2K +221 +5%
BBHC
384
Brown Brothers Harriman & Co
New York
$266K
WW
385
Westshore Wealth
California
$265K -$8.7K -146 -3%
BCV
386
Banque Cantonale Vaudoise
Switzerland
$262K +$94.5K +1,586 +62%
BC
387
Barnett & Company
Tennessee
$262K
AAG
388
Armstrong Advisory Group
Massachusetts
$261K
MAM
389
Martingale Asset Management
Massachusetts
$258K +$1.13K +19 +0.5%
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
$257K +$8.4K +141 +4%
TWM
391
Thrive Wealth Management
Pennsylvania
$257K
PA
392
Profund Advisors
Maryland
$256K -$1.37K -23 -0.6%
BC
393
Belmont Capital
California
$254K
ACM
394
AlphaStar Capital Management
North Carolina
$251K +$235K +3,945 New
SAM
395
Strategy Asset Managers
California
$246K +$230K +3,864 New
HCA
396
Hyperion Capital Advisors
New York
$241K +$227K +3,800 New
NLP
397
Next Level Private
New York
$239K +$1.31K +22 +0.6%
GF
398
Gries Financial
Ohio
$233K -$5.6K -94 -3%
VFA
399
Valeo Financial Advisors
Indiana
$231K +$217K +3,634 New
CRI
400
Colonial River Investments
Virginia
$228K +$214K +3,592 New