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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Penserra Capital Management
California
$31K +$28.7K +644 New
PP
402
PrairieView Partners
Minnesota
$29K
BF
403
BOK Financial
Oklahoma
$28.2K +$26K +583 New
AP
404
Atwood & Palmer
Missouri
$27.6K
EWA
405
EverSource Wealth Advisors
Alabama
$25.5K -$1.2K -27 -5%
ETC
406
Exchange Traded Concepts
Oklahoma
$25.1K +$11.1K +248 +92%
TLA
407
Tanglewood Legacy Advisors
Texas
$24.2K
QL
408
Quarry LP
New York
$23.8K +$22K +493 New
CTWM
409
Cherry Tree Wealth Management
Minnesota
$23.7K -$21.3K -478 -49%
LWA
410
Lowe Wealth Advisors
Maryland
$19.6K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$18.8K -$3.12K -70 -15%
GIA
412
GHP Investment Advisors
Colorado
$17.5K
GI
413
GAMMA Investing
California
$15.9K +$15.1K +339 New
AFG
414
Albion Financial Group
Utah
$14.3K +$8.25K +185 New
CTC
415
Central Trust Company
Missouri
$14K
PCFFS
416
Pacific Center for Financial Services
California
$13.5K
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$12K -$19.3K -432 -63%
TCWA
418
Turtle Creek Wealth Advisors
Texas
$10.8K +$9.98K +224 New
RG
419
Retirement Group
California
$10.8K +$89 +2 +0.9%
AWM
420
Abound Wealth Management
Tennessee
$9.71K +$45 +1 +0.5%
CSC
421
Caldwell Sutter Capital
California
$9.67K
FBC
422
Fairfield, Bush & Co
Connecticut
$8.9K +$8.2K +184 New
LFA
423
LGT Financial Advisors
Texas
$8.08K +$7.44K +167 New
FWM
424
FSA Wealth Management
Massachusetts
$8K +$7.44K +167 New
PIM
425
Plato Investment Management
Australia
$7.93K +$7.31K +164 New