We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
401
Advisors Asset Management
Colorado
$42K
W
402
Wealthfront
California
$41K +$5.74K +183 +15%
VanEck Associates
403
VanEck Associates
New York
$39K +$8.06K +257 +24%
GLI
404
Guardian Life Insurance
New York
$36K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$36K +$2.45K +78 +7%
PIM
406
Parasol Investment Management
Illinois
$33K
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
IPC
408
Independent Portfolio Consultants
Florida
$30K -$15.9K -506 -34%
CF
409
CenterStar Fund
Illinois
$30K
FHA
410
First Horizon Advisors
Tennessee
$29K +$1.57K +50 +5%
PCM
411
Prelude Capital Management
New York
$27K +$28.9K +920 New
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K -$23.8K -760 -46%
ASN
413
Advisory Services Network
Georgia
$25K -$1.03K -33 -4%
SAMC
414
Shinko Asset Management Company
Japan
$25K
NCM
415
Nelson Capital Management
California
$22K
JFA
416
JNBA Financial Advisors
Minnesota
$18K
KT
417
Kanaly Trust
Texas
$18K
CHP
418
Cable Hill Partners
Oregon
$18K +$18.7K +597 New
WA
419
WFG Advisors
Texas
$15K
AP
420
Atwood & Palmer
Missouri
$14K
WEC
421
Winslow Evans & Crocker
Massachusetts
$12.1K -$5.02K -160 -28%
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
LWA
423
Lowe Wealth Advisors
Maryland
$12K
TWA
424
TCI Wealth Advisors
Arizona
$11K +$11.4K +365 New
CFA
425
Carroll Financial Associates
North Carolina
$9K