We are live on ! Find out more
HRB icon

H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
451
Basecamp Wealth Advisors
Washington
$13.7K +$5.16K +148 +70%
CTWM
452
Cherry Tree Wealth Management
Minnesota
$13.6K – – –
ZBNA
453
Zions Bancorporation, National Association
Utah
$13.6K +$5.23K +150 +72%
SWM
454
Spire Wealth Management
Virginia
$12K – – –
OAG
455
Oakmont Advisory Group
New Mexico
$11.8K +$10.8K +309 New
BIA
456
Bell Investment Advisors
California
$11.5K +$2.44K +70 +30%
PWAM
457
Private Wealth Asset Management
Iowa
$11.4K -$7.84K -225 -43%
CA
458
Continuum Advisory
Idaho
$11.1K +$10.2K +292 New
PCFFS
459
Pacific Center for Financial Services
California
$10.7K – – –
HWP
460
Highline Wealth Partners
California
$10.3K – – –
TFGT
461
TS Financial Group (TSFG)
Illinois
$10K +$139 +4 +2%
AF
462
Advisornet Financial
Minnesota
$8.68K +$139 +4 +2%
LI
463
LRI Investments
Florida
$8.23K +$2.54K +73 +51%
BW
464
Basepoint Wealth
Iowa
$8.02K +$105 +3 +1%
AWM
465
Abound Wealth Management
Tennessee
$7.62K – – –
SN
466
Sittner & Nelson
Oregon
$7.62K – – –
WETS
467
Wealth Enhancement Trust Services
South Dakota
$7.35K +$6.72K +193 New
DWM
468
Dogwood Wealth Management
Kansas
$6.85K +$3.8K +109 +154%
NSIM
469
North Star Investment Management
Illinois
$6.8K -$63K -1,808 -91%
IAIM
470
International Assets Investment Management
Florida
$6.49K -$237K -6,810 -98%
WAG
471
Wilkerson Advisory Group
Missouri
$6.36K – – –
S
472
Sachetta
Massachusetts
$5.41K -$209 -6 -4%
CB
473
Centennial Bank
Arkansas
$5.33K – – –
KFAS
474
Keating Financial Advisory Services
Kansas
$5.29K +$801 +23 +20%
GWM
475
Geneos Wealth Management
Colorado
$5.07K – – –
17 18
19
20 21