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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
376
Pinnacle Wealth Planning Services
Ohio
$21.6K +$22.9K +657 +2,857%
NL
377
NVWM LLC
Pennsylvania
$21.5K
TWD
378
True Wealth Design
Ohio
$21.1K +$21K +603 +973%
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$20.8K +$7.84K +225 +52%
SL
380
Salomon & Ludwin
Virginia
$19K +$17.7K +507 +611%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$18.4K +$16.6K +475 +448%
SWM
382
SHP Wealth Management
Massachusetts
$18.1K +$802 +23 +4%
AP
383
Atwood & Palmer
Missouri
$18.1K
QC
384
Quent Capital
New York
$17.3K -$330K -9,469 -95%
MG
385
Mather Group
Illinois
$16.9K +$18.5K +531 New
PWAM
386
Private Wealth Asset Management
Iowa
$16.7K +$10.5K +300 +133%
AAP
387
Arax Advisory Partners
Colorado
$16.6K -$44.7K -1,282 -74%
NFSG
388
Newbridge Financial Services Group
Florida
$15.9K
TLA
389
Tanglewood Legacy Advisors
Texas
$15.9K
CFB
390
Cullen/Frost Bankers
Texas
$15.7K +$16.8K +481 +3,207%
Bessemer Group
391
Bessemer Group
New Jersey
$13K +$558 +16 +4%
EB
392
Eastern Bank
Massachusetts
$12.7K
GIA
393
GHP Investment Advisors
Colorado
$12.3K +$174 +5 +1%
HAP
394
Harbor Asset Planning
Massachusetts
$12K
CTWM
395
Cherry Tree Wealth Management
Minnesota
$11.4K
SWM
396
Spire Wealth Management
Virginia
$9.97K -$18.2K -522 -62%
PCFFS
397
Pacific Center for Financial Services
California
$8.89K
HWP
398
Highline Wealth Partners
California
$8.6K +$9.44K +271 New
RFP
399
Root Financial Partners
California
$8.19K -$2.75K -79 -23%
TFGT
400
TS Financial Group (TSFG)
Illinois
$8K +$70 +2 +0.8%