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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
401
Twin Tree Management
Texas
$39K -$182K -5,132 -82%
ASN
402
Advisory Services Network
Georgia
$39K +$17.4K +490 +71%
GLI
403
Guardian Life Insurance
New York
$37K -$17.9K -505 -31%
AAM
404
Advisors Asset Management
Colorado
$37K -$10.7K -300 -21%
AFP
405
Ausdal Financial Partners
Iowa
$37K +$39.1K +1,100 New
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
PCM
407
Penserra Capital Management
California
$33K +$35.3K +992 New
FHA
408
First Horizon Advisors
Tennessee
$31K -$1.28K -36 -4%
VIM
409
Veritas Investment Management
United Kingdom
$31K +$32.8K +923 New
IPC
410
Independent Portfolio Consultants
Florida
$30K – – –
AP
411
Atwood & Palmer
Missouri
$27K – – –
NCM
412
Nelson Capital Management
California
$25K – – –
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$25K +$27.2K +764 New
SAMC
414
Shinko Asset Management Company
Japan
$22K -$6.96K -196 -23%
WA
415
WFG Advisors
Texas
$22K – – –
JFA
416
JNBA Financial Advisors
Minnesota
$20K – – –
PHK
417
Point72 Hong Kong
Hong Kong
$20K +$21.3K +600 New
KT
418
Kanaly Trust
Texas
$17K -$3.55K -100 -17%
MUS
419
Mitsubishi UFJ Securities
Japan
$17K +$18.5K +520 New
WP
420
WealthPLAN Partners
Nebraska
$16.8K +$18K +506 New
LWA
421
Lowe Wealth Advisors
Maryland
$14K – – –
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
VNA
423
Valley National Advisers
Pennsylvania
$13K – – –
TWA
424
TCI Wealth Advisors
Arizona
$12K – – –
HMS
425
Hanseatic Management Services
New Mexico
$12K +$12.7K +358 New