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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Abound Wealth Management
Tennessee
$9.82K -$48 -1 -0.5%
CSC
427
Caldwell Sutter Capital
California
$9.82K
AssetMark Inc
428
AssetMark Inc
California
$9.25K -$32.9K -692 -79%
BIA
429
Bell Investment Advisors
California
$8.69K +$808 +17 +11%
VWM
430
Venturi Wealth Management
Texas
$8.35K +$2.47K +52 +44%
FWM
431
FSA Wealth Management
Massachusetts
$8.2K
LFA
432
LGT Financial Advisors
Texas
$8.2K
PIM
433
Plato Investment Management
Australia
$8.05K
CFD
434
Creative Financial Designs
Indiana
$7.37K
SPIA
435
Steward Partners Investment Advisory
New York
$7.37K
WIA
436
Wetzel Investment Advisors
Indiana
$7.03K +$2.09K +44 +41%
ACA
437
Atlas Capital Advisors
Wyoming
$6.63K -$58.3K -1,228 -90%
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$6.43K
JWA
439
JFS Wealth Advisors
Pennsylvania
$6.38K -$48 -1 -0.8%
LI
440
LRI Investments
Florida
$5.94K +$5.75K +121 New
SC
441
SouthState Corp
Florida
$5.65K +$5.46K +115 New
FFA
442
Frazier Financial Advisors
Ohio
$5.3K +$665 +14 +15%
CPG
443
Custom Portfolio Group
Colorado
$4.94K
ETC
444
Exchange Traded Concepts
Oklahoma
$4.08K -$20.7K -435 -84%
W
445
WealthCollab
Washington
$3.83K
HI
446
Harbour Investments
Wisconsin
$3.73K
AS
447
Altshuler Shaham
Israel
$3.73K +$3.61K +76 New
Mitsubishi UFJ Asset Management
448
Mitsubishi UFJ Asset Management
Japan
$3.68K
BWL
449
Bogart Wealth LLC
Virginia
$3.24K
AFWM
450
Abich Financial Wealth Management
Virginia
$3.04K +$2.61K +55 +786%