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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
WW
401
Westshore Wealth
California
$221K
BC
402
Barnett & Company
Tennessee
$218K
AAG
403
Armstrong Advisory Group
Massachusetts
$217K
SCM
404
Stevens Capital Management
Pennsylvania
$214K +$238K +4,045 New
TWM
405
Thrive Wealth Management
Pennsylvania
$213K
BC
406
Belmont Capital
California
$211K
AF
407
Allworth Financial
California
$211K +$136K +2,322 +141%
AAM
408
Advisors Asset Management
Colorado
$209K +$72.9K +1,240 +46%
SAM
409
Strategy Asset Managers
California
$204K
GRP
410
Global Retirement Partners
California
$204K +$45K +766 +25%
CRI
411
Colonial River Investments
Virginia
$204K +$15.7K +268 +7%
EWM
412
Empirical Wealth Management
Washington
$204K +$226K +3,853 New
AWM
413
Axxcess Wealth Management
California
$203K +$16.1K +274 +8%
PIM
414
Plato Investment Management
Australia
$202K +$214K +3,650 +2,226%
LAM
415
LECAP Asset Management
United Kingdom
$201K -$1.33M -22,647 -86%
QL
416
Quarry LP
New York
$196K +$217K +3,700 New
PAG
417
Paladin Advisory Group
Iowa
$189K
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$160K +$5.76K +98 +3%
AAP
419
Arax Advisory Partners
Colorado
$146K +$85.5K +1,455 +112%
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$144K +$15.5K +263 +11%
Bessemer Group
421
Bessemer Group
New Jersey
$138K +$8.7K +148 +6%
S
422
SignatureFD
Georgia
$128K +$764 +13 +0.5%
CFFP
423
Center for Financial Planning
Michigan
$122K
PTC
424
Private Trust Company
Ohio
$121K
SIC
425
Salem Investment Counselors
North Carolina
$117K -$2.94K -50 -2%