We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$12K +$25 +1 +0.2%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$12K +$1.11K +45 +10%
FFW
403
Fusion Family Wealth
New York
$11K
FAM
404
Fred Alger Management
New York
$11K +$11.6K +472 New
NFG
405
Next Financial Group
Texas
$10K
SIAP
406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
NFH
407
NEXT Financial Holdings
Texas
$10K +$10.4K +425 New
DSI
408
Daiwa SB Investments
Japan
$10K +$10.6K +430 New
LWA
409
Lowe Wealth Advisors
Maryland
$9K
WTB
410
Washington Trust Bank
Washington
$9K
MA
411
MUFG Americas
New York
$9K +$9.05K +368 New
WCM
412
WealthBridge Capital Management
Ohio
$8K
GAM
413
Gemmer Asset Management
California
$7K
HI
414
Hudock Inc
Pennsylvania
$7K
PCFFS
415
Pacific Center for Financial Services
California
$7K
TFO
416
Tarbox Family Office
California
$6K
RCAG
417
Rehmann Capital Advisory Group
Michigan
$5.28K +$49 +2 +0.9%
PFBT
418
Parkside Financial Bank & Trust
Missouri
$5K -$787 -32 -14%
MNBTD
419
Moody National Bank Trust Division
Texas
$5K
VFA
420
Valeo Financial Advisors
Indiana
$5K
FANJ
421
Financial Architects (New Jersey)
New Jersey
$5K +$4.92K +200 New
Canada Pension Plan Investment Board
422
Canada Pension Plan Investment Board
Ontario, Canada
$4K -$17.6M -716,564 -100%
CAW
423
Cornerstone Advisors (Washington)
Washington
$4K -$639 -26 -13%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.73K +111 +185%
CFG
425
Citizens Financial Group
Rhode Island
$4K +$3.64K +148 New