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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
401
JNBA Financial Advisors
Minnesota
$14K
LNB
402
Ledyard National Bank
$14K
RWA
403
River Wealth Advisors
Pennsylvania
$14K +$15.9K +601 New
CHP
404
Cable Hill Partners
Oregon
$13K
GLI
405
Guardian Life Insurance
New York
$13K +$2.44K +92 +19%
CTC
406
Central Trust Company
Missouri
$12K
LWCFA
407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
WTB
408
Washington Trust Bank
Washington
$11K
KA
409
Kaizen Advisory
Illinois
$11K +$8.17K +308 +166%
FANJ
410
Financial Architects (New Jersey)
New Jersey
$11K +$13.3K +500 New
FFW
411
Fusion Family Wealth
New York
$10K
QCG
412
Quadrant Capital Group
Ohio
$9K -$531 -20 -4%
LWA
413
Lowe Wealth Advisors
Maryland
$9K
SIAP
414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
FL
415
Fort LP
Maryland
$7K -$1.19M -44,971 -99%
PA
416
Parallel Advisors
California
$7K -$4.57K -172 -35%
GAM
417
Gemmer Asset Management
California
$7K +$5.84K +220 +306%
HI
418
Hudock Inc
Pennsylvania
$6K
PCFFS
419
Pacific Center for Financial Services
California
$6K
TFO
420
Tarbox Family Office
California
$6K
FHA
421
First Horizon Advisors
Tennessee
$5K -$663 -25 -8%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$5K +$106 +4 +2%
VFA
423
Valeo Financial Advisors
Indiana
$5K +$5.31K +200 New
TCOV
424
Trust Company of Vermont
Vermont
$5K +$5.79K +218 New
MSE
425
MUFG Securities EMEA
United Kingdom
$5K +$6.21K +234 New