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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
401
KeyBank National Association
Ohio
$231K -$194K -3,625 -46%
JWCA
402
J.W. Cole Advisors
Florida
$231K +$225K +4,207 New
HWM
403
HB Wealth Management
Georgia
$230K +$224K +4,196 New
BCM
404
Brown Capital Management
Maryland
$230K -$115K -2,146 -34%
BBHC
405
Brown Brothers Harriman & Co
New York
$230K
MG
406
Marex Group
$229K +$223K +4,175 New
TCM
407
Teza Capital Management
Illinois
$227K -$271K -5,065 -55%
BC
408
Barnett & Company
Tennessee
$226K
BCV
409
Banque Cantonale Vaudoise
Switzerland
$226K +$220K +4,124 New
WW
410
Westshore Wealth
California
$224K -$4.7K -88 -2%
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$222K -$39K -730 -15%
TWM
412
Thrive Wealth Management
Pennsylvania
$222K +$267 +5 +0.1%
1IA
413
1620 Investment Advisors
Massachusetts
$221K -$20.2K -377 -9%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$220K -$197K -3,694 -48%
BC
415
Belmont Capital
California
$220K
CI
416
Corient IA
Florida
$220K +$214K +4,000 New
HAG
417
HighPoint Advisor Group
Illinois
$218K +$191K +3,580 New
AAG
418
Armstrong Advisory Group
Massachusetts
$217K
AAM
419
Advisors Asset Management
Colorado
$214K -$2.73K -51 -1%
VFA
420
Valeo Financial Advisors
Indiana
$213K +$207K +3,871 New
AFG
421
Atomi Financial Group
New York
$212K +$206K +3,860 New
NLP
422
Next Level Private
New York
$209K +$203K +3,806 New
EBA
423
Eagle Bay Advisors
New York
$209K -$29.4K -550 -13%
CC
424
Corton Capital
Ontario, Canada
$206K +$201K +3,754 New
QC
425
Quadrature Capital
United Kingdom
$202K +$196K +3,675 New