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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$5K
CAW
427
Cornerstone Advisors (Washington)
Washington
$5K +$694 +26 +15%
EWM
428
Executive Wealth Management
Michigan
$5K +$4.35K +163 New
QAM
429
QCI Asset Management
New York
$4K
CFA
430
Clarfeld Financial Advisors
New York
$4K +$3.95K +148 New
TCOV
431
Trust Company of Vermont
Vermont
$3K -$2.83K -106 -49%
EARNEST Partners
432
EARNEST Partners
Georgia
$3K
SIS
433
Sound Income Strategies
Florida
$3K
SBL
434
Sargent Bickham Lagudis
Colorado
$3K +$27 +1 +0.8%
GRP
435
Global Retirement Partners
California
$3K +$53 +2 +2%
CIAS
436
Capital Investment Advisory Services
North Carolina
$3K +$3.1K +116 New
HIIFS
437
Harel Insurance Investments & Financial Services
Israel
$3K +$3.15K +118 New
MOS
438
MGO One Seven
Ohio
$3K +$3.42K +128 New
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.4K -90 -60%
CB
440
Community Bank
New York
$2K
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$2K
ME
442
McIlrath & Eck
Washington
$2K
ST
443
Smithfield Trust
Pennsylvania
$2K
ECM
444
Estabrook Capital Management
New York
$1.01K
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
446
Glassman Wealth Services
Virginia
$1K
NR
447
Newfound Research
Massachusetts
$1K
TFA
448
Transamerica Financial Advisors
Florida
$1K
VCM
449
Versant Capital Management
Arizona
$1K
JA
450
JOYN Advisors
Georgia
$1K +$534 +20 +111%