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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
426
Bell Investment Advisors
California
$7.74K +$267 +6 +4%
SPIA
427
Steward Partners Investment Advisory
New York
$7.26K -$6.37K -143 -49%
CFD
428
Creative Financial Designs
Indiana
$7.26K
JWA
429
JFS Wealth Advisors
Pennsylvania
$6.34K +$1.07K +24 +22%
MPWT
430
MassMutual Private Wealth & Trust
Connecticut
$6.34K +$134 +3 +2%
VWM
431
Venturi Wealth Management
Texas
$5.71K -$847 -19 -14%
LF
432
Lee Financial
Texas
$5.5K
WIA
433
Wetzel Investment Advisors
Indiana
$5K +$4.77K +107 New
CPG
434
Custom Portfolio Group
Colorado
$4.84K +$4.46K +100 New
IPW
435
Impact Partnership Wealth
Georgia
$4.59K -$190K -4,261 -98%
FFA
436
Frazier Financial Advisors
Ohio
$4.55K +$4.19K +94 New
AFS
437
Annapolis Financial Services
Maryland
$4.16K
W
438
WealthCollab
Washington
$3.77K +$3.48K +78 New
HI
439
Harbour Investments
Wisconsin
$3.68K +$3.39K +76 New
Mitsubishi UFJ Asset Management
440
Mitsubishi UFJ Asset Management
Japan
$3.54K -$475K -10,648 -99%
FFO
441
Fortitude Family Office
Arizona
$3.53K +$3.25K +73 New
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$3.34K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$3.19K
BWL
444
Bogart Wealth LLC
Virginia
$3.19K +$2.94K +66 New
ME
445
McIlrath & Eck
Washington
$2.9K
GA
446
GoalVest Advisory
New York
$2.9K +$2.67K +60 New
FHA
447
First Horizon Advisors
Tennessee
$2.56K +$2.05K +46 +657%
AGWCA
448
Annis Gardner Whiting Capital Advisors
Florida
$2.19K
FMP
449
Financial Management Professionals
Texas
$2K
AF
450
Advisornet Financial
Minnesota
$1.94K +$223 +5 +14%