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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
FHA
402
First Horizon Advisors
Tennessee
$13K +$6.67K +250 +88%
BTNA
403
Bremer Trust National Association
Minnesota
$13K +$13.3K +500 New
KA
404
Kaizen Advisory
Illinois
$12K -$988 -37 -8%
NFG
405
Next Financial Group
Texas
$11K -$16K -600 -59%
FFW
406
Fusion Family Wealth
New York
$11K – – –
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$11K +$10.5K +394 +704%
DWM
408
Doyle Wealth Management
Florida
$11K +$11.9K +447 New
WTB
409
Washington Trust Bank
Washington
$10K -$3.34K -125 -25%
QCG
410
Quadrant Capital Group
Ohio
$10K -$1.84K -69 -14%
LWA
411
Lowe Wealth Advisors
Maryland
$10K – – –
SIAP
412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
LWM
413
Liberty Wealth Management
California
$8K +$8.7K +326 New
BBHC
414
Brown Brothers Harriman & Co
New York
$8K +$8.89K +333 New
GAM
415
Gemmer Asset Management
California
$7K – – –
HI
416
Hudock Inc
Pennsylvania
$7K – – –
PCFFS
417
Pacific Center for Financial Services
California
$7K – – –
PA
418
Parallel Advisors
California
$7K – – –
TFO
419
Tarbox Family Office
California
$7K – – –
CBOA
420
Commonwealth Bank of Australia
Australia
$7K +$2.67K +100 +50%
WCM
421
WealthBridge Capital Management
Ohio
$7K +$7.69K +288 New
PFBT
422
Parkside Financial Bank & Trust
Missouri
$6K -$561 -21 -8%
CAM
423
Cresset Asset Management
Illinois
$6K +$5.98K +224 New
RCAG
424
Rehmann Capital Advisory Group
Michigan
$5.54K +$53 +2 +0.9%
MNBTD
425
Moody National Bank Trust Division
Texas
$5K – – –
15 16
17
18 19