We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Private Wealth Advisors
401
JP Morgan Private Wealth Advisors
California
– -$217K -13,338 Closed
PCM
402
Prelude Capital Management
New York
– -$214K -13,167 Closed
CIBC World Market
403
CIBC World Market
Ontario, Canada
– -$211K -12,954 Closed
PTC
404
Petrus Trust Company
Texas
– -$209K -12,841 Closed
GEM
405
Global Endowment Management
North Carolina
– -$207K -12,720 Closed
AL
406
AJO LP
Pennsylvania
– -$199K -12,240 Closed
RiverFront Investment Group
407
RiverFront Investment Group
Virginia
– -$182K -11,176 Closed
Park National Corp
408
Park National Corp
Ohio
– -$166K -10,213 Closed
State of Tennessee, Department of Treasury
409
State of Tennessee, Department of Treasury
Tennessee
– -$117K -7,165 Closed
FHA
410
Flagship Harbor Advisors
Massachusetts
– -$98K -6,057 Closed
Sowell Financial Services
411
Sowell Financial Services
Arkansas
– -$78.3K -4,531 Closed
STRS Ohio
412
STRS Ohio
Ohio
– -$43.9K -2,540 Closed
NFSG
413
Newbridge Financial Services Group
Florida
– -$30K -1,830 Closed
NIC
414
Northwest Investment Counselors
Oregon
– -$26K -1,600 Closed
LWM
415
Liberty Wealth Management
California
– -$26K -1,583 Closed
FMT
416
First Mercantile Trust
Tennessee
– -$24K -1,283 Closed
APA
417
American Portfolios Advisors
New York
– -$17.4K -1,067 Closed
CX Institutional
418
CX Institutional
Indiana
– -$16K -1,008 Closed
AW
419
Alpha Windward
Massachusetts
– -$11K -686 Closed
CIA
420
CSat Investment Advisory
Michigan
– -$10K -640 Closed
First Horizon Advisors
421
First Horizon Advisors
Tennessee
– -$9K -600 Closed
Prospera Financial Services
422
Prospera Financial Services
Texas
– -$7K -400 Closed
TC
423
Trust Company
Kansas
– -$5K -293 Closed
Farmers & Merchants Investments Inc
424
Farmers & Merchants Investments Inc
Nebraska
– -$2K -135 Closed
EW
425
Evoke Wealth
California
– -$1.07K -62 -73%