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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
451
Oakmont Advisory Group
New Mexico
$11.8K +$10.8K +309 New
BIA
452
Bell Investment Advisors
California
$11.5K +$2.44K +70 +30%
PWAM
453
Private Wealth Asset Management
Iowa
$11.4K -$7.84K -225 -43%
CA
454
Continuum Advisory
Idaho
$11.1K +$10.2K +292 New
PCFFS
455
Pacific Center for Financial Services
California
$10.7K – – –
HWP
456
Highline Wealth Partners
California
$10.3K – – –
TFGT
457
TS Financial Group (TSFG)
Illinois
$10K +$139 +4 +2%
AF
458
Advisornet Financial
Minnesota
$8.68K +$139 +4 +2%
LI
459
LRI Investments
Florida
$8.23K +$2.54K +73 +51%
BW
460
Basepoint Wealth
Iowa
$8.02K +$105 +3 +1%
AWM
461
Abound Wealth Management
Tennessee
$7.62K – – –
SN
462
Sittner & Nelson
Oregon
$7.62K – – –
WETS
463
Wealth Enhancement Trust Services
South Dakota
$7.35K +$6.72K +193 New
DWM
464
Dogwood Wealth Management
Kansas
$6.85K +$3.8K +109 +154%
NSIM
465
North Star Investment Management
Illinois
$6.8K -$63K -1,808 -91%
IAIM
466
International Assets Investment Management
Florida
$6.49K -$237K -6,810 -98%
WAG
467
Wilkerson Advisory Group
Missouri
$6.36K – – –
S
468
Sachetta
Massachusetts
$5.41K -$209 -6 -4%
CB
469
Centennial Bank
Arkansas
$5.33K – – –
KFAS
470
Keating Financial Advisory Services
Kansas
$5.29K +$801 +23 +20%
GWM
471
Geneos Wealth Management
Colorado
$5.07K – – –
MO
472
McMillan Office
Michigan
$4.95K – – –
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$4.76K – – –
CMA
474
Cedar Mountain Advisors
Oregon
$4.61K – – –
HNW
475
High Note Wealth
Minnesota
$4.49K +$523 +15 +15%
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19
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