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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Shell Asset Management
Netherlands
$126K -$159K -3,016 -55%
MWA
402
Medallion Wealth Advisors
Connecticut
$121K
AFWM
403
Abich Financial Wealth Management
Virginia
$118K +$124K +2,338 New
CFFP
404
Center for Financial Planning
Michigan
$116K
SOW
405
State of Wyoming
Wyoming
$112K -$1.58K -30 -1%
Simplex Trading
406
Simplex Trading
Illinois
$106K +$111K +2,108 New
IBOK
407
Independence Bank of Kentucky
Kentucky
$101K
NSIM
408
North Star Investment Management
Illinois
$100K +$53 +1 +0.1%
AAM
409
Advisors Asset Management
Colorado
$96.2K -$99.7K -1,887 -50%
GI
410
GAMMA Investing
California
$94.2K -$15.7K -298 -14%
GRP
411
Global Retirement Partners
California
$84.6K -$12.9K -245 -13%
HNB
412
Huntington National Bank
Ohio
$79.4K +$11.2K +212 +16%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$76K -$45.9K -868 -37%
SPIA
414
Steward Partners Investment Advisory
New York
$75.8K +$476 +9 +0.6%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$75.3K -$4.9M -92,707 -98%
Group One Trading
416
Group One Trading
Illinois
$74.2K +$77.6K +1,468 New
PA
417
Parallel Advisors
California
$71.8K -$5.66K -107 -7%
C
418
Covestor
United Kingdom
$71K +$15.1K +286 +26%
EWA
419
EverSource Wealth Advisors
Alabama
$70.6K +$25.5K +482 +53%
BNP Paribas Asset Management
420
BNP Paribas Asset Management
France
$69K +$740 +14 +1%
HFS
421
Hantz Financial Services
Michigan
$68K +$58.1K +1,100 +445%
SAM
422
Smartleaf Asset Management
Massachusetts
$67.7K +$5.92K +112 +9%
SIC
423
Salem Investment Counselors
North Carolina
$67K
RFS
424
Richardson Financial Services
Massachusetts
$65K -$3.17K -60 -4%
PTC
425
Private Trust Company
Ohio
$58.8K -$59.2K -1,120 -49%