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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
401
Independence Bank of Kentucky
Kentucky
$76.2K
TWD
402
True Wealth Design
Ohio
$74.6K +$45.1K +1,294 +195%
BA
403
Bard Associates
Illinois
$73K +$2.65K +76 +4%
HNB
404
Huntington National Bank
Ohio
$71.4K -$5.5K -158 -8%
MWPCG
405
Measured Wealth Private Client Group
New Hampshire
$66.4K -$54.8K -1,572 -47%
IFWM
406
Institute for Wealth Management
Colorado
$64.6K +$59.1K +1,697 New
PIM
407
Plato Investment Management
Australia
$61.1K +$56.2K +1,614 New
QL
408
Quarry LP
New York
$60.9K +$55.7K +1,598 New
BWL
409
Bogart Wealth LLC
Virginia
$53.1K +$2.93K +84 +6%
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$47.2K -$8.15K -234 -16%
MAM
411
Meeder Asset Management
Ohio
$45.8K +$42K +1,204 New
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$45.6K +$6.93K +199 +20%
HPWM
413
High Point Wealth Management
New Jersey
$44.5K +$557 +16 +1%
CC
414
Corsicana & Co
Texas
$40K
EWP
415
Elevation Wealth Partners
California
$39.6K +$9.3K +267 +35%
CA
416
Clearstead Advisors
Ohio
$39.1K +$34.4K +987 +2,468%
ERSOT
417
Employees Retirement System of Texas
Texas
$38K
SPIA
418
Steward Partners Investment Advisory
New York
$35.6K -$5.75K -165 -15%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$34.1K +$10.9K +314 +54%
QC
420
Quent Capital
New York
$32.3K +$10.6K +305 +56%
QM
421
QVIDTVM Management
Texas
$32.1K -$781K -22,411 -96%
VNA
422
Valley National Advisers
Pennsylvania
$30.5K
SIC
423
Salem Investment Counselors
North Carolina
$27.5K
LSA
424
Leonteq Securities AG
Switzerland
$26.7K -$70.3K -2,018 -74%
WSFS
425
Wilmington Savings Fund Society
Delaware
$26.7K +$24.4K +700 New