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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
426
Financial Management Professionals
Texas
$2K
SFG
427
Steward Financial Group
Texas
$2K +$2.4K +59 New
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$1.83K +$2.03K +50 New
ECM
429
Estabrook Capital Management
New York
$1.46K
Fidelity International
430
Fidelity International
Bermuda
$1.28K +$772 +19 +119%
SIC
431
SJS Investment Consulting
Ohio
$1.21K +$650 +16 +94%
DI
432
Disciplined Investments
Oklahoma
$1.17K
AF
433
Advisornet Financial
Minnesota
$1.13K +$1.26K +31 New
TAIM
434
TD Ameritrade Investment Management
Nebraska
$1K -$4.63K -114 -86%
ADL
435
Asset Dedication LLC
California
$1K +$650 +16 New
FHA
436
First Horizon Advisors
Tennessee
$913
CAS
437
Coppell Advisory Solutions
Texas
$913 +$1.02K +25 New
CASC
438
Coppell Advisory Solutions Corp
Texas
$913 +$1.02K +25 New
GI
439
Gradient Investments
Minnesota
$840 +$935 +23 New
PWMG
440
Prestige Wealth Management Group
New Jersey
$773 +$853 +21 New
EWA
441
EverSource Wealth Advisors
Alabama
$767
KHC
442
Koesten Hirschmann & Crabtree
Kansas
$730 +$813 +20 New
TWP
443
TFO Wealth Partners
Ohio
$709 +$41 +1 New
SWA
444
Sutton Wealth Advisors
Florida
$694
TC
445
Truvestments Capital
Florida
$621 +$691 +17 New
CTA
446
Colonial Trust Advisors
South Carolina
$511 +$569 +14 New
VCM
447
Versant Capital Management
Arizona
$438
CHA
448
Carmichael Hill & Associates
Maryland
$370
MPCL
449
My Personal CFO LLC
Washington
$329 +$366 +9 New
EBA
450
Eagle Bay Advisors
New York
$292