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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Archer Investment Corporation
Indiana
$39.3K
VNA
402
Valley National Advisers
Pennsylvania
$39K
Fidelity International
403
Fidelity International
Bermuda
$38.8K +$3.85K +81 +11%
SWS
404
SYSTM Wealth Solutions
Illinois
$37.5K +$1.57K +33 +5%
NL
405
NVWM LLC
Pennsylvania
$33.4K
PCM
406
Penserra Capital Management
California
$32K +$1.14K +24 +4%
PP
407
PrairieView Partners
Minnesota
$30K
BF
408
BOK Financial
Oklahoma
$28.1K
AP
409
Atwood & Palmer
Missouri
$28K
MG
410
Mather Group
Illinois
$27.8K +$27.3K +575 New
EWA
411
EverSource Wealth Advisors
Alabama
$25.6K +$618 +13 +2%
TLA
412
Tanglewood Legacy Advisors
Texas
$24.6K
CTWM
413
Cherry Tree Wealth Management
Minnesota
$24K
PFBT
414
Parkside Financial Bank & Trust
Missouri
$22.7K +$3.52K +74 +19%
LWA
415
Lowe Wealth Advisors
Maryland
$19.9K
CA
416
CoreCap Advisors
Michigan
$19.8K +$19.1K +403 New
RA
417
Rise Advisors
New York
$19.3K +$18.7K +393 New
GIA
418
GHP Investment Advisors
Colorado
$17.9K +$95 +2 +0.6%
GAA
419
Global Assets Advisory
Florida
$17.8K +$17.5K +369 New
GI
420
GAMMA Investing
California
$16.6K
CTC
421
Central Trust Company
Missouri
$16.5K +$2.14K +45 +16%
WWP
422
WR Wealth Planners
Missouri
$14.1K +$13.6K +287 New
PCFFS
423
Pacific Center for Financial Services
California
$13.8K
RG
424
Retirement Group
California
$11K +$48 +1 +0.4%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$10.7K -$1.52K -32 -13%