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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$212K +$222K +4,195 New
BBHC
377
Brown Brothers Harriman & Co
New York
$211K
CPIG
378
Chicago Partners Investment Group
Illinois
$210K +$216K +4,092 New
BC
379
Barnett & Company
Tennessee
$208K
AAG
380
Armstrong Advisory Group
Massachusetts
$208K
TWM
381
Thrive Wealth Management
Pennsylvania
$207K +$2.01K +38 +0.9%
CFA
382
Cahill Financial Advisors
Minnesota
$206K +$11.7K +221 +6%
WW
383
Westshore Wealth
California
$205K
OR
384
Olympiad Research
Connecticut
$203K +$212K +4,018 New
PCA
385
Pallas Capital Advisors
Massachusetts
$203K +$212K +4,007 New
GIA
386
Gateway Investment Advisers
Ohio
$202K +$211K +4,000 New
CI
387
Corient IA
Florida
$202K
CG
388
Caprock Group
Idaho
$202K +$212K +4,005 New
1IA
389
1620 Investment Advisors
Massachusetts
$202K -$7.4K -140 -3%
AAF
390
Andra AP-fonden
Sweden
$201K -$1.89M -35,825 -90%
KBC Group
391
KBC Group
Belgium
$199K +$28.6K +542 +16%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$194K +$18.4K +348 +10%
Mirae Asset Global ETFs Holdings
393
Mirae Asset Global ETFs Holdings
Hong Kong
$192K +$55.4K +1,048 +38%
NVCHI
394
New Vernon Capital Holdings II
New Jersey
$190K +$199K +3,763 New
ASN
395
Advisory Services Network
Georgia
$180K +$188K +3,554 New
SO
396
STRS Ohio
Ohio
$160K +$106 +2 +0.1%
ECM
397
EMC Capital Management
Texas
$148K
Bessemer Group
398
Bessemer Group
New Jersey
$146K +$34.8K +659 +29%
QL
399
Quarry LP
New York
$146K +$128K +2,413 +513%
TPCW
400
TD Private Client Wealth
New York
$141K -$313K -5,923 -68%