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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$10K
SIAP
402
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
HI
403
Hudock Inc
Pennsylvania
$9K +$2.4K +100 +33%
SFS
404
Sowell Financial Services
Arkansas
$8K -$29.4K -1,224 -78%
GAM
405
Gemmer Asset Management
California
$7K
PCFFS
406
Pacific Center for Financial Services
California
$7K
MF
407
Manchester Financial
California
$7K +$6.72K +280 New
TFO
408
Tarbox Family Office
California
$6K
VFA
409
Valeo Financial Advisors
Indiana
$5K
RIA
410
Realta Investment Advisors
Delaware
$5K +$24 +1 +0.5%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$5K +$288 +12 +6%
WQ
412
Wealth Quarterback
New Jersey
$4.79K +$4.9K +204 New
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$4K -$8.24K -343 -67%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$4K
CCM
415
Covington Capital Management
California
$4K
EWM
416
EPG Wealth Management
Georgia
$4K +$4.37K +182 New
AWA
417
Arkadios Wealth Advisors
Georgia
$3.98K +$4.25K +177 New
ED
418
Exane Derivatives
France
$3.26K -$3.24M -135,021 -100%
EARNEST Partners
419
EARNEST Partners
Georgia
$3K
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$3K
SIS
421
Sound Income Strategies
Florida
$3K
SPIA
422
Steward Partners Investment Advisory
New York
$3K
FRA
423
Front Row Advisors
California
$2K
GRP
424
Global Retirement Partners
California
$2K
ST
425
Smithfield Trust
Pennsylvania
$2K