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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$27.1K +$1.79K +36 +8%
EWA
427
EverSource Wealth Advisors
Alabama
$26.2K -$4.38K -88 -16%
CTWM
428
Cherry Tree Wealth Management
Minnesota
$24.4K -$1.99K -40 -8%
GIA
429
GHP Investment Advisors
Colorado
$23.5K +$3.48K +70 +19%
LWA
430
Lowe Wealth Advisors
Maryland
$22K
CFM
431
Catalyst Funds Management
Australia
$21.7K +$19.9K +400 New
RA
432
Rise Advisors
New York
$21.5K +$149 +3 +0.8%
GI
433
GAMMA Investing
California
$19.8K +$1.34K +27 +8%
CAS
434
Coppell Advisory Solutions
Texas
$19.1K +$17.6K +353 New
CTC
435
Central Trust Company
Missouri
$18.2K
WT
436
Whittier Trust
California
$15.8K +$14.5K +292 New
WWP
437
WR Wealth Planners
Missouri
$15.6K
PCFFS
438
Pacific Center for Financial Services
California
$15.2K
FFA
439
Frazier Financial Advisors
Ohio
$14.7K +$8.12K +163 +151%
TFF
440
The Family Firm
Maryland
$14.5K +$13.3K +268 New
ATPW
441
Ashton Thomas Private Wealth
Arizona
$12.4K +$11.4K +229 New
Amundi
442
Amundi
France
$11.7K -$2.33M -46,827 -100%
AssetMark Inc
443
AssetMark Inc
California
$11K +$697 +14 +7%
AWM
444
Abound Wealth Management
Tennessee
$10.8K
CSC
445
Caldwell Sutter Capital
California
$10.8K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$10.6K -$1.04K -21 -10%
BIA
447
Bell Investment Advisors
California
$9.65K +$50 +1 +0.6%
SPIA
448
Steward Partners Investment Advisory
New York
$9.22K +$996 +20 +13%
LFA
449
LGT Financial Advisors
Texas
$9.06K
PIM
450
Plato Investment Management
Australia
$8.89K