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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$25.6K -$314 -9 -1%
SWM
427
SHP Wealth Management
Massachusetts
$24.2K +$2.27K +65 +11%
PCM
428
Penserra Capital Management
California
$24K -$2.44K -70 -10%
OCWP
429
Owl Creek Wealth Partners
Colorado
$23.8K -$3.83K -110 -15%
W
430
WealthCollab
Washington
$23.3K +$13.1K +377 +160%
SL
431
Salomon & Ludwin
Virginia
$23.2K
IA
432
IFP Advisors
Florida
$23K -$20.4K -585 -49%
CTC
433
Central Trust Company
Missouri
$23K +$19.4K +558 +1,240%
AP
434
Atwood & Palmer
Missouri
$21.7K
Bessemer Group
435
Bessemer Group
New Jersey
$21K +$4.32K +124 +29%
MG
436
Mather Group
Illinois
$20.2K
FAM
437
Fulcrum Asset Management
United Kingdom
$19.2K +$17.5K +502 New
NFSG
438
Newbridge Financial Services Group
Florida
$19K
TLA
439
Tanglewood Legacy Advisors
Texas
$19K
NRG
440
Nemes Rush Group
Michigan
$19K +$17.4K +500 New
KAS
441
Kemnay Advisory Services
New York
$18.3K +$16.7K +480 New
Nomura Asset Management
442
Nomura Asset Management
Japan
$15.6K -$62.7K -1,800 -81%
MCM
443
Manchester Capital Management
Vermont
$15.3K +$13.9K +398 +7,960%
EB
444
Eastern Bank
Massachusetts
$15.2K
GIA
445
GHP Investment Advisors
Colorado
$14.9K +$174 +5 +1%
HAP
446
Harbor Asset Planning
Massachusetts
$14.4K
SIC
447
SJS Investment Consulting
Ohio
$14.2K +$9.62K +276 +282%
BWA
448
Basecamp Wealth Advisors
Washington
$13.7K +$5.16K +148 +70%
ZBNA
449
Zions Bancorporation, National Association
Utah
$13.6K +$5.23K +150 +72%
SWM
450
Spire Wealth Management
Virginia
$12K