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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Farmers & Merchants Investments Inc
401
Farmers & Merchants Investments Inc
Nebraska
$2.33K – – –
SC
402
Schubert & Co
Texas
$2.29K -$851 -23 -26%
EverSource Wealth Advisors
403
EverSource Wealth Advisors
Alabama
$2.15K +$1.48K +40 +190%
ME
404
McIlrath & Eck
Washington
$2.12K – – –
Farther Finance Advisors
405
Farther Finance Advisors
California
$1.94K – – –
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$1.76K – – –
ADL
407
Asset Dedication LLC
California
$1K – – –
FMP
408
Financial Management Professionals
Texas
$1K – – –
CA
409
Centerpoint Advisors
Massachusetts
$1K +$1.22K +33 New
DI
410
Disciplined Investments
Oklahoma
$952 -$185 -5 -16%
First Horizon Advisors
411
First Horizon Advisors
Tennessee
$881 – – –
SIC
412
SJS Investment Consulting
Ohio
$811 -$370 -10 -30%
KHC
413
Koesten Hirschmann & Crabtree
Kansas
$705 – – –
Baker Avenue Asset Management
414
Baker Avenue Asset Management
California
$635 +$666 +18 New
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$564 +$592 +16 New
CTA
416
Colonial Trust Advisors
South Carolina
$494 – – –
RI
417
Ridgewood Investments
New Jersey
$461 +$481 +13 New
VCM
418
Versant Capital Management
Arizona
$415 – – –
GWS
419
Glassman Wealth Services
Virginia
$388 +$148 +4 +57%
CHA
420
Carmichael Hill & Associates
Maryland
$361 – – –
EBA
421
Eagle Bay Advisors
New York
$282 – – –
AF
422
Advisornet Financial
Minnesota
$106 -$1.04K -28 -90%
TWP
423
TFO Wealth Partners
Ohio
$106 +$74 +2 +200%
BA
424
Bellwether Advisors
Nebraska
$35 – – –
LCM
425
Landscape Capital Management
New Jersey
– -$12.3M -337,748 Closed