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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
401
Central Trust Company
Missouri
$21K
EWM
402
Endurance Wealth Management
Rhode Island
$21K
TWM
403
Tradition Wealth Management
Minnesota
$18K -$2.12K -50 -11%
HI
404
Hudock Inc
Pennsylvania
$17K
LWA
405
Lowe Wealth Advisors
Maryland
$17K
GIA
406
GHP Investment Advisors
Colorado
$15K +$85 +2 +0.6%
TWA
407
TCI Wealth Advisors
Arizona
$15K +$7.74K +183 +104%
FF
408
FourThought Financial
Florida
$13K
PCFFS
409
Pacific Center for Financial Services
California
$12K
WWP
410
WR Wealth Planners
Missouri
$11.8K
ZB
411
Zions Bancorporation
Utah
$11K -$11.6K -273 -52%
C
412
Covestor
United Kingdom
$11K -$6.69K -158 -38%
CT
413
Cambridge Trust
Massachusetts
$10K +$4.74K +112 +87%
CAM
414
ClariVest Asset Management
California
$9K
CCM
415
Covington Capital Management
California
$9K
CA
416
Crewe Advisors
Utah
$9K
SCA
417
Stonebridge Capital Advisors
Minnesota
$9K
RG
418
Retirement Group
California
$9K +$85 +2 +0.9%
SPIA
419
Steward Partners Investment Advisory
New York
$8K -$6.35K -150 -44%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$7K -$20.2K -477 -76%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$7K -$5.16K -122 -42%
Rockefeller Capital Management
422
Rockefeller Capital Management
New York
$7K -$3.17K -75 -28%
CL
423
COWA LLC
Oklahoma
$7K +$6.98K +165 New
AWM
424
Abound Wealth Management
Tennessee
$6.38K +$6.35K +150 New
GRP
425
Global Retirement Partners
California
$6K -$2.03K -48 -25%