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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$7K -$3.09K -100 -34%
CCM
402
Covington Capital Management
California
$7K +$6.17K +200 New
CAM
403
ClariVest Asset Management
California
$7K +$6.21K +201 New
ACM
404
AUA Capital Management
Pennsylvania
$6K -$833 -27 -15%
TWA
405
TCI Wealth Advisors
Arizona
$6K
TAIM
406
TD Ameritrade Investment Management
Nebraska
$6K +$4.91K +159 New
AWM
407
Accel Wealth Management
Iowa
$5K -$6.61K -214 -63%
CT
408
Cambridge Trust
Massachusetts
$5K
First Manhattan
409
First Manhattan
New York
$5K
JWA
410
JFS Wealth Advisors
Pennsylvania
$5K +$1.95K +63 +80%
IAMOG
411
Investors Asset Management of Georgia
Georgia
$5K +$4.69K +152 New
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$4K -$5.62K -182 -61%
EARNEST Partners
413
EARNEST Partners
Georgia
$4K
LF
414
Lee Financial
Texas
$4K
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$4K
PFA
416
Professional Financial Advisors
Nebraska
$4K
AFS
417
Annapolis Financial Services
Maryland
$3K
HCP
418
Hexagon Capital Partners
Arkansas
$3K +$2.69K +87 New
BIA
419
Bell Investment Advisors
California
$3K +$3.06K +99 New
ME
420
McIlrath & Eck
Washington
$2K
SC
421
Schubert & Co
Texas
$2K +$1.11K +36 +133%
SFG
422
Steward Financial Group
Texas
$2K +$1.82K +59 New
ECM
423
Estabrook Capital Management
New York
$1.41K
FMP
424
Financial Management Professionals
Texas
$1K
DI
425
Disciplined Investments
Oklahoma
$1K +$216 +7 +30%