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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$15K -$21.5K -460 -57%
RFP
427
Root Financial Partners
California
$14.7K -$93 -2 -0.6%
PCFFS
428
Pacific Center for Financial Services
California
$14.2K
W
429
WealthCollab
Washington
$13.4K +$9.68K +207 +207%
CTC
430
Central Trust Company
Missouri
$12.9K
MCM
431
Manchester Capital Management
Vermont
$11.5K -$2.81K -60 -18%
TFGT
432
TS Financial Group (TSFG)
Illinois
$11K +$93 +2 +0.8%
ADL
433
Asset Dedication LLC
California
$10.5K
PWAM
434
Private Wealth Asset Management
Iowa
$9.81K +$1.17K +25 +13%
SC
435
SouthState Corp
Florida
$9.59K +$9.82K +210 +2,100%
CT
436
Clearstead Trust
Maine
$9.59K +$10.2K +218 +10,900%
BW
437
Basepoint Wealth
Iowa
$8.97K +$9.58K +205 New
VCM
438
Versant Capital Management
Arizona
$8.24K -$39.9K -853 -82%
KFAS
439
Keating Financial Advisory Services
Kansas
$7.93K +$8.51K +182 New
PSFG
440
Park Square Financial Group
Georgia
$7.77K +$6.87K +147 New
BWA
441
Basecamp Wealth Advisors
Washington
$7.45K +$7.99K +171 New
TFA
442
Transamerica Financial Advisors
Florida
$7.34K +$5.42K +116 +227%
SN
443
Sittner & Nelson
Oregon
$6.58K +$9.35K +200 New
SGK
444
Steigerwald Gordon & Koch
Virginia
$6.45K +$6.92K +148 New
WT
445
Whittier Trust
California
$6.35K -$7.85K -168 -54%
CB
446
Centennial Bank
Arkansas
$6.1K
BIA
447
Bell Investment Advisors
California
$6.06K -$374 -8 -5%
QL
448
Quarry LP
New York
$5.97K -$128K -2,746 -95%
JWA
449
JFS Wealth Advisors
Pennsylvania
$5.94K +$1.07K +23 +20%
ACA
450
Atlas Capital Advisors
Wyoming
$5.88K +$6.31K +135 New