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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
401
Ropes Wealth Advisors
Massachusetts
$12K -$31.9K -1,188 -74%
LWA
402
Lowe Wealth Advisors
Maryland
$12K
NFG
403
Next Financial Group
Texas
$12K
SIAP
404
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
VEA
405
Virtus ETF Advisers
New York
$11K +$10.3K +385 New
BBHC
406
Brown Brothers Harriman & Co
New York
$10K -$205K -7,633 -96%
MA
407
MUFG Americas
New York
$10K -$1.1K -41 -11%
GAM
408
Gemmer Asset Management
California
$9K
HI
409
Hudock Inc
Pennsylvania
$8K
PCFFS
410
Pacific Center for Financial Services
California
$8K
TFO
411
Tarbox Family Office
California
$8K
MF
412
Manchester Financial
California
$8K +$7.53K +280 New
PFBT
413
Parkside Financial Bank & Trust
Missouri
$7K +$242 +9 +5%
KCPG
414
Kavar Capital Partners Group
Kansas
$7K +$6.72K +250 New
RCAG
415
Rehmann Capital Advisory Group
Michigan
$6.53K +$54 +2 +0.9%
VFA
416
Valeo Financial Advisors
Indiana
$6K
CIAS
417
Capital Investment Advisory Services
North Carolina
$6K +$2.69K +100 +86%
CAW
418
Cornerstone Advisors (Washington)
Washington
$5K
M
419
MOTCO
Texas
$5K +$4.17K +155 New
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$4K
GRP
421
Global Retirement Partners
California
$4K
QAM
422
QCI Asset Management
New York
$4K
SIS
423
Sound Income Strategies
Florida
$4K
SBL
424
Sargent Bickham Lagudis
Colorado
$4K +$27 +1 +0.8%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$4K +$215 +8 +7%