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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
401
Paladin Advisory Group
Iowa
$228K
AWM
402
Axxcess Wealth Management
California
$227K +$213K +3,572 New
KBC Group
403
KBC Group
Belgium
$226K -$896K -15,024 -81%
PA
404
Prossimo Advisors
California
$226K +$212K +3,550 New
THCM
405
Taylor Hoffman Capital Management
Virginia
$225K +$225K +3,772 New
VVP
406
Venture Visionary Partners
Ohio
$222K +$209K +3,500 New
MYAM
407
Meiji Yasuda Asset Management
Japan
$218K +$205K +3,435 New
AFCM
408
Applied Finance Capital Management
Puerto Rico
$215K +$201K +3,380 New
HAG
409
HighPoint Advisor Group
Illinois
$213K +$213K +3,571 New
FFM
410
Forum Financial Management
Illinois
$208K +$195K +3,271 New
Rafferty Asset Management
411
Rafferty Asset Management
New York
$205K +$192K +3,218 New
DFCM
412
Dark Forest Capital Management
Puerto Rico
$204K +$192K +3,217 New
PA
413
Pinnacle Associates
New York
$204K
PP
414
Paloma Partners
Connecticut
$204K +$191K +3,212 New
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$203K +$191K +3,201 New
KFS
416
Kaizen Financial Strategies
California
$203K +$191K +3,199 New
Lido Advisors
417
Lido Advisors
California
$203K +$191K +3,197 New
ECM
418
Evergreen Capital Management
Washington
$203K +$189K +3,175 New
MG
419
Marex Group
$202K +$190K +3,182 New
WIA
420
World Investment Advisors
California
$201K +$189K +3,165 New
GRP
421
Global Retirement Partners
California
$197K +$38.6K +648 +26%
TRCT
422
Tower Research Capital (TRC)
New York
$197K -$142K -2,381 -43%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$186K +$32.4K +544 +23%
AAM
424
Advisors Asset Management
Colorado
$172K +$103K +1,730 +176%
WSFS
425
Wilmington Savings Fund Society
Delaware
$169K +$159K +2,661 New