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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
W
401
WealthCollab
Washington
$7.49K -$2.47K -71 -23%
SC
402
SouthState Corp
Florida
$7.36K +$418 +12 +5%
BIA
403
Bell Investment Advisors
California
$7.36K +$3.24K +93 +67%
AF
404
Advisornet Financial
Minnesota
$7.11K +$7.56K +217 +3,100%
BWA
405
Basecamp Wealth Advisors
Washington
$6.7K +$1.39K +40 +23%
BW
406
Basepoint Wealth
Iowa
$6.6K +$105 +3 +1%
ZBNA
407
Zions Bancorporation, National Association
Utah
$6.57K +$7.21K +207 New
AssetMark Inc
408
AssetMark Inc
California
$6.38K -$5.02K -144 -42%
AWM
409
Abound Wealth Management
Tennessee
$6.35K -$14.5K -416 -68%
SN
410
Sittner & Nelson
Oregon
$6.35K
CA
411
CoreCap Advisors
Michigan
$6.22K +$6.66K +191 +3,820%
BF
412
BOK Financial
Oklahoma
$5.75K +$6.31K +181 New
TPWA
413
Twin Peaks Wealth Advisors
California
$5.46K +$5.99K +172 New
WPA
414
Wealth Preservation Advisors
Tennessee
$5.43K +$5.96K +171 New
WAG
415
Wilkerson Advisory Group
Missouri
$5.3K +$5.82K +167 New
S
416
Sachetta
Massachusetts
$4.7K +$5.16K +148 New
LI
417
LRI Investments
Florida
$4.54K +$767 +22 +18%
CB
418
Centennial Bank
Arkansas
$4.44K
AGWCA
419
Annis Gardner Whiting Capital Advisors
Florida
$4.29K +$3.14K +90 +200%
GWM
420
Geneos Wealth Management
Colorado
$4.22K
SEP
421
Signature Equity Partners
Ohio
$4.19K +$4.6K +132 New
MO
422
McMillan Office
Michigan
$4.13K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$3.97K
CMA
424
Cedar Mountain Advisors
Oregon
$3.84K +$4.22K +121 New
KFAS
425
Keating Financial Advisory Services
Kansas
$3.68K -$2.3K -66 -36%