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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
401
Pacific Center for Financial Services
California
$7K
TFO
402
Tarbox Family Office
California
$7K
TCOV
403
Trust Company of Vermont
Vermont
$6K
FHA
404
First Horizon Advisors
Tennessee
$6K +$25 +1 +0.4%
PFBT
405
Parkside Financial Bank & Trust
Missouri
$6K +$761 +30 +13%
RCAG
406
Rehmann Capital Advisory Group
Michigan
$5.57K +$51 +2 +0.9%
CBOA
407
Commonwealth Bank of Australia
Australia
$5K -$74.6K -2,942 -94%
VFA
408
Valeo Financial Advisors
Indiana
$5K
ZB
409
Zions Bancorporation
Utah
$5K +$4.54K +179 New
MNBTD
410
Moody National Bank Trust Division
Texas
$5K +$5.33K +210 New
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$4K
CAW
412
Cornerstone Advisors (Washington)
Washington
$4K
QAM
413
QCI Asset Management
New York
$4K
SPIA
414
Steward Partners Investment Advisory
New York
$4K
NIM
415
NuWave Investment Management
New Jersey
$4K +$3.78K +149 New
RA
416
Rational Advisors
New York
$4K +$3.78K +149 New
EARNEST Partners
417
EARNEST Partners
Georgia
$3K
GRP
418
Global Retirement Partners
California
$3K +$25 +1 +0.8%
SBL
419
Sargent Bickham Lagudis
Colorado
$3K +$25 +1 +0.8%
SIS
420
Sound Income Strategies
Florida
$3K +$3.2K +126 New
FGAM
421
Financial Gravity Asset Management
Texas
$2K -$15.8K -624 -90%
CB
422
Community Bank
New York
$2K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$2K
ME
424
McIlrath & Eck
Washington
$2K
ST
425
Smithfield Trust
Pennsylvania
$2K