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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K
GLI
402
Guardian Life Insurance
New York
$53K
MCA
403
Mercer Capital Advisers
New Jersey
$52K +$49.6K +1,550 New
Simplex Trading
404
Simplex Trading
Illinois
$39K +$37.2K +1,160 New
PIM
405
Parasol Investment Management
Illinois
$38K
IMS
406
Index Management Solutions
Pennsylvania
$37K -$395K -12,336 -92%
MAM
407
Mizuho Asset Management
Japan
$36K
SAMC
408
Shinko Asset Management Company
Japan
$34K -$3.2K -100 -9%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$33K +$30.7K +958 New
FHA
410
First Horizon Advisors
Tennessee
$29K +$27.6K +863 New
ASN
411
Advisory Services Network
Georgia
$27K +$26.8K +836 New
NCM
412
Nelson Capital Management
California
$25K
HCC
413
Hirtle Callaghan & Co
Pennsylvania
$20K
JFA
414
JNBA Financial Advisors
Minnesota
$20K
MFS
415
MSI Financial Services
Massachusetts
$20K
WEC
416
Winslow Evans & Crocker
Massachusetts
$19.1K
WIL
417
Winifred I. Li
$19K +$16.4K +513 +916%
VanEck Associates
418
VanEck Associates
New York
$19K +$17.9K +559 New
AP
419
Atwood & Palmer
Missouri
$17K
KT
420
Kanaly Trust
Texas
$17K
WA
421
WFG Advisors
Texas
$17K
NPC
422
National Planning Corporation
California
$16.1K +$15.9K +495 New
LWA
423
Lowe Wealth Advisors
Maryland
$14K +$13K +406 New
RA
424
Rational Advisors
New York
$12K +$11.2K +350 New
TFA
425
Transamerica Financial Advisors
Florida
$11K +$64 +2 +0.7%