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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
AQR Arbitrage
Connecticut
– -$266K -16,975 Closed
SS
402
Simplicity Solutions
Minnesota
– -$260K -16,402 Closed
II
403
Inspire Investing
Idaho
– -$227K -14,312 Closed
GTCM
404
Gyon Technologies Capital Management
New Jersey
– -$210K -13,224 Closed
UH
405
Unigestion Holding
Switzerland
– -$186K -11,711 Closed
Verition Fund Management
406
Verition Fund Management
Connecticut
– -$179K -11,315 Closed
LIA
407
LS Investment Advisors
Michigan
– -$168K -10,573 Closed
Capstone Investment Advisors
408
Capstone Investment Advisors
New York
– -$164K -10,321 Closed
NICM
409
Neo Ivy Capital Management
New York
– -$133K -8,401 Closed
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$128K -8,044 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
411
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$106K -6,673 Closed
IA
412
Inspire Advisors
Idaho
– -$86K -5,435 Closed
WIM
413
Wilen Investment Management
Florida
– -$70K -4,500 Closed
Canada Pension Plan Investment Board
414
Canada Pension Plan Investment Board
Ontario, Canada
– -$40K -2,543 Closed
KBC Group
415
KBC Group
Belgium
– -$29K -1,849 Closed
PWPS
416
Pinnacle Wealth Planning Services
Ohio
– -$14K -886 Closed
HGWM
417
Harvest Group Wealth Management
Massachusetts
– -$12K -757 Closed
VCG
418
Vantage Consulting Group
Virginia
– -$9K -558 Closed
SIAG
419
Safeguard Investment Advisory Group
California
– -$5K -370 Closed
OIM
420
Oder Investment Management
California
– -$5K -305 Closed
FTDI
421
First Trust Direct Indexing
Massachusetts
– -$4K -266 Closed
PCG
422
Private Capital Group
Connecticut
– -$1.51K -80 -95%
ST
423
Smithfield Trust
Pennsylvania
– -$1K -60 Closed
RPWA
424
Regent Peak Wealth Advisors
Georgia
– -$1K -37 Closed
ED
425
Exane Derivatives
France
– -$460 -29 Closed