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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$79.3K -$15.3K -438 -17%
IBOK
402
Independence Bank of Kentucky
Kentucky
$76.2K – – –
TWD
403
True Wealth Design
Ohio
$74.6K +$45.1K +1,294 +195%
BA
404
Bard Associates
Illinois
$73K +$2.65K +76 +4%
HNB
405
Huntington National Bank
Ohio
$71.4K -$5.5K -158 -8%
MWPCG
406
Measured Wealth Private Client Group
New Hampshire
$66.4K -$54.8K -1,572 -47%
IFWM
407
Institute for Wealth Management
Colorado
$64.6K +$59.1K +1,697 New
PIM
408
Plato Investment Management
Australia
$61.1K +$56.2K +1,614 New
QL
409
Quarry LP
New York
$60.9K +$55.7K +1,598 New
BWL
410
Bogart Wealth LLC
Virginia
$53.1K +$2.93K +84 +6%
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$47.2K -$8.15K -234 -16%
MAM
412
Meeder Asset Management
Ohio
$45.8K +$42K +1,204 New
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$45.6K +$6.93K +199 +20%
HPWM
414
High Point Wealth Management
New Jersey
$44.5K +$557 +16 +1%
CC
415
Corsicana & Co
Texas
$40K – – –
EWP
416
Elevation Wealth Partners
California
$39.6K +$9.3K +267 +35%
CA
417
Clearstead Advisors
Ohio
$39.1K +$34.4K +987 +2,468%
ERSOT
418
Employees Retirement System of Texas
Texas
$38K – – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$37.5K -$1.11K -32 -3%
SPIA
420
Steward Partners Investment Advisory
New York
$35.6K -$5.75K -165 -15%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$34.1K +$10.9K +314 +54%
QC
422
Quent Capital
New York
$32.3K +$10.6K +305 +56%
QM
423
QVIDTVM Management
Texas
$32.1K -$781K -22,411 -96%
VNA
424
Valley National Advisers
Pennsylvania
$30.5K – – –
SIC
425
Salem Investment Counselors
North Carolina
$27.5K – – –