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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Belmont Capital
California
$220K
CI
402
Corient IA
Florida
$220K
CAG
403
Csenge Advisory Group
Florida
$219K -$113K -1,959 -34%
EWA
404
EP Wealth Advisors
California
$219K -$36.2K -627 -14%
ACM
405
AlphaStar Capital Management
North Carolina
$217K +$228K +3,945 New
BCM
406
Brown Capital Management
Maryland
$215K -$15.8K -274 -7%
CFA
407
Cahill Financial Advisors
Minnesota
$212K -$52.9K -916 -19%
NLP
408
Next Level Private
New York
$210K +$1.5K +26 +0.7%
EBA
409
Eagle Bay Advisors
New York
$209K +$115 +2 +0.1%
AAM
410
Advisors Asset Management
Colorado
$208K -$6.47K -112 -3%
KeyBank National Association
411
KeyBank National Association
Ohio
$202K -$30.6K -530 -13%
PAG
412
Paladin Advisory Group
Iowa
$197K
CIBC Private Wealth Group
413
CIBC Private Wealth Group
Georgia
$191K +$4.85K +84 +2%
KBC Group
414
KBC Group
Belgium
$186K -$138K -2,393 -41%
SO
415
STRS Ohio
Ohio
$174K +$183K +3,169 New
FDP
416
Financiere des Professionnels
Quebec, Canada
$162K +$171K +2,955 New
ECM
417
EMC Capital Management
Texas
$160K -$150K -2,595 -47%
Mirae Asset Global ETFs Holdings
418
Mirae Asset Global ETFs Holdings
Hong Kong
$150K +$32K +554 +25%
AAP
419
Arax Advisory Partners
Colorado
$140K -$2.71K -47 -2%
MWA
420
Medallion Wealth Advisors
Connecticut
$134K +$139K +2,400 New
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$130K -$41.4K -717 -23%
SSG
422
Summit Securities Group
New York
$129K +$136K +2,358 New
CFFP
423
Center for Financial Planning
Michigan
$126K
PTC
424
Private Trust Company
Ohio
$125K -$8.26K -143 -6%
SOW
425
State of Wyoming
Wyoming
$124K +$129K +2,234 +13,963%