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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K +$53.6K +1,600 +3,478%
RWA
402
Ropes Wealth Advisors
Massachusetts
$51K +$53.6K +1,600 New
MCA
403
Mercer Capital Advisers
New Jersey
$50K
IPC
404
Independent Portfolio Consultants
Florida
$48K +$50.3K +1,501 New
AAM
405
Advisors Asset Management
Colorado
$45K -$549K -16,384 -92%
NYLT
406
New York Life Trust
New York
$41K -$82.8K -2,472 -66%
GLI
407
Guardian Life Insurance
New York
$39K -$12K -357 -23%
W
408
Wealthfront
California
$38K -$22.2K -663 -36%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$38K +$6.7K +200 +21%
PIM
410
Parasol Investment Management
Illinois
$36K
MFS
411
MSI Financial Services
Massachusetts
$35K +$17.1K +512 +87%
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K -$26.8K -800 -43%
VanEck Associates
413
VanEck Associates
New York
$34K +$16.9K +505 +90%
FHA
414
First Horizon Advisors
Tennessee
$29K +$2.31K +69 +8%
ASN
415
Advisory Services Network
Georgia
$28K +$1.24K +37 +4%
SAMC
416
Shinko Asset Management Company
Japan
$27K -$4.86K -145 -15%
MWAN
417
Mariner Wealth Advisors (NYC)
Kansas
$27K +$28.4K +849 New
NCM
418
Nelson Capital Management
California
$24K
JFA
419
JNBA Financial Advisors
Minnesota
$19K
KT
420
Kanaly Trust
Texas
$19K +$3.35K +100 +20%
WEC
421
Winslow Evans & Crocker
Massachusetts
$18.2K
WA
422
WFG Advisors
Texas
$16K
WP
423
WealthPLAN Partners
Nebraska
$16K +$16.9K +505 New
AP
424
Atwood & Palmer
Missouri
$15K
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$134K -4,000 -91%