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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
426
Lowe Wealth Advisors
Maryland
$13K
GI
427
Gradient Investments
Minnesota
$13K +$13.4K +400 New
CTC
428
Central Trust Company
Missouri
$10K
HI
429
Hudock Inc
Pennsylvania
$10K
CFA
430
Carroll Financial Associates
North Carolina
$10K +$10.6K +318 New
TFO
431
Tarbox Family Office
California
$9K
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.47K +44 +22%
ECM
433
Estabrook Capital Management
New York
$7.86K
RA
434
Rational Advisors
New York
$7K -$4.69K -140 -40%
CAW
435
Cornerstone Advisors (Washington)
Washington
$7K
QAM
436
QCI Asset Management
New York
$7K
WCM
437
Wealthcare Capital Management
Virginia
$6K +$5.99K +179 New
IMS
438
Index Management Solutions
Pennsylvania
$4K -$33.5K -1,000 -90%
GAM
439
Gemmer Asset Management
California
$4K +$1K +30 +30%
Bessemer Group
440
Bessemer Group
New Jersey
$4K +$4.52K +135 New
HR
441
Howe & Rusling
New York
$3K -$234 -7 -8%
IWMPD
442
Integrated Wealth Management (Palm Desert)
California
$3K +$3.82K +114 New
FAM
443
Fortaleza Asset Management
Illinois
$2K -$2.68K -80 -57%
ZB
444
Zions Bancorporation
Utah
$2K +$2.38K +71 New
HCM
445
Hoplite Capital Management
New York
-$123M -3,658,459 Closed
CCM
446
Cantillon Capital Management
New York
-$80.2M -2,379,789 Closed
NRC
447
North Run Capital
Massachusetts
-$64.3M -1,909,414 Closed
NCA
448
Newbrook Capital Advisors
New York
-$37.5M -1,112,341 Closed
DCM
449
Discovery Capital Management
Connecticut
-$34.5M -1,023,000 Closed
SAM
450
Sandell Asset Management
New York
-$29.7M -883,233 Closed