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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Shelton Capital Management
Colorado
$278K -$10.6K -198 -4%
BFS
377
Bard Financial Services
Connecticut
$275K
EHC
378
Everett Harris & Co
California
$275K
LIA
379
LBMC Investment Advisors
Tennessee
$275K
REMPR
380
Roof Eidam Maycock Peralta (REMP)
California
$275K
LFAS
381
Level Four Advisory Services
Texas
$272K
GCM
382
Gallacher Capital Management
Colorado
$267K -$24.5K -459 -9%
PA
383
Pinnacle Associates
New York
$267K -$535 -10 -0.2%
IB
384
Intrust Bank
Kansas
$264K -$1.23K -23 -0.5%
GIA
385
Guyasuta Investment Advisors
Pennsylvania
$264K
CFA
386
Cahill Financial Advisors
Minnesota
$262K +$22.2K +415 +10%
WIA
387
World Investment Advisors
California
$261K +$254K +4,757 New
NI
388
NDVR Inc
Massachusetts
$257K -$10.7K -200 -4%
EWA
389
EP Wealth Advisors
California
$253K +$4.49K +84 +2%
FTWA
390
Fifth Third Wealth Advisors
Ohio
$252K +$4.86K +91 +2%
CCM
391
Coldstream Capital Management
Washington
$247K -$7.32K -137 -3%
CF
392
Convergence Financial
Missouri
$246K +$239K +4,480 New
CS
393
Cannell & Spears
New York
$242K -$33.5K -626 -12%
IPW
394
Impact Partnership Wealth
Georgia
$240K +$234K +4,373 New
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$240K +$5.4K +101 +2%
JG
396
Jain Global
New York
$237K +$231K +4,315 New
DADC
397
D.A. Davidson & Co
Montana
$236K -$341K -6,371 -60%
PA
398
Prossimo Advisors
California
$235K +$1.82K +34 +0.8%
Holocene Advisors
399
Holocene Advisors
New York
$234K +$228K +4,265 New
PI
400
PFG Investments
New York
$232K +$1.18K +22 +0.5%