We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
WA
401
WFG Advisors
Texas
$4K -$11.2K -500 -75%
CAW
402
Cornerstone Advisors (Washington)
Washington
$4K
NYLT
403
New York Life Trust
New York
$4K +$3.56K +159 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$3K -$80.5K -3,600 -96%
MRCM
405
M&R Capital Management
New Jersey
$3K
QAM
406
QCI Asset Management
New York
$3K
SBL
407
Sargent Bickham Lagudis
Colorado
$3K +$2.53K +113 New
GAM
408
Gemmer Asset Management
California
$2K
VCM
409
Versant Capital Management
Arizona
$2K +$1.34K +60 +171%
SPIA
410
Steward Partners Investment Advisory
New York
$2K +$2.3K +103 New
TFA
411
Transamerica Financial Advisors
Florida
$1K -$45 -2 -50%
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$1K
SF
413
Synovus Financial
Georgia
$1K
ECM
414
Estabrook Capital Management
New York
$930
SLF
415
Sun Life Financial
Ontario, Canada
$111 +$67 +3 New
TAM
416
Todd Asset Management
Kentucky
-$13.7M -595,587 Closed
GAM
417
Guinness Asset Management
United Kingdom
-$10.2M -442,308 Closed
ANI
418
American National Insurance
Texas
-$5.81M -252,615 Closed
GAAM
419
Guinness Atkinson Asset Management
California
-$5.52M -240,000 Closed
CM
420
Churchill Management
California
-$5.25M -228,154 Closed
TCM
421
Twin Capital Management
Pennsylvania
-$3.08M -133,763 Closed
Renaissance Technologies
422
Renaissance Technologies
New York
-$2.83M -123,088 Closed
NI
423
Numeric Investors
Massachusetts
-$2.34M -101,800 Closed
FA
424
FDx Advisors
Illinois
-$1.85M -80,621 Closed
OC
425
Oppenheimer & Co
New York
-$1.78M -77,596 Closed