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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
426
Leonteq Securities AG
Switzerland
$26.7K -$70.3K -2,018 -74%
WSFS
427
Wilmington Savings Fund Society
Delaware
$26.7K +$24.4K +700 New
WA
428
WPG Advisers
Maryland
$26.4K -$2.19K -63 -8%
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$25.6K -$314 -9 -1%
SWM
430
SHP Wealth Management
Massachusetts
$24.2K +$2.27K +65 +11%
PCM
431
Penserra Capital Management
California
$24K -$2.44K -70 -10%
OCWP
432
Owl Creek Wealth Partners
Colorado
$23.8K -$3.83K -110 -15%
W
433
WealthCollab
Washington
$23.3K +$13.1K +377 +160%
SL
434
Salomon & Ludwin
Virginia
$23.2K – – –
IA
435
IFP Advisors
Florida
$23K -$20.4K -585 -49%
CTC
436
Central Trust Company
Missouri
$23K +$19.4K +558 +1,240%
AP
437
Atwood & Palmer
Missouri
$21.7K – – –
Bessemer Group
438
Bessemer Group
New Jersey
$21K +$4.32K +124 +29%
MG
439
Mather Group
Illinois
$20.2K – – –
FAM
440
Fulcrum Asset Management
United Kingdom
$19.2K +$17.5K +502 New
NFSG
441
Newbridge Financial Services Group
Florida
$19K – – –
TLA
442
Tanglewood Legacy Advisors
Texas
$19K – – –
NRG
443
Nemes Rush Group
Michigan
$19K +$17.4K +500 New
KAS
444
Kemnay Advisory Services
New York
$18.3K +$16.7K +480 New
Nomura Asset Management
445
Nomura Asset Management
Japan
$15.6K -$62.7K -1,800 -81%
MCM
446
Manchester Capital Management
Vermont
$15.3K +$13.9K +398 +7,960%
EB
447
Eastern Bank
Massachusetts
$15.2K – – –
GIA
448
GHP Investment Advisors
Colorado
$14.9K +$174 +5 +1%
HAP
449
Harbor Asset Planning
Massachusetts
$14.4K – – –
SIC
450
SJS Investment Consulting
Ohio
$14.2K +$9.62K +276 +282%