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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Advisornet Financial
Minnesota
-$526K -17,041 Closed
GIM
452
Guardian Investment Management
California
-$391K -15,000 Closed
YIH
453
Y-Intercept (HK)
Hong Kong
-$364K -13,970 Closed
PWP
454
Principle Wealth Partners
Connecticut
-$353K -13,540 Closed
EFS
455
Essex Financial Services
Connecticut
-$330K -12,690 Closed
VAS
456
Vestmark Advisory Solutions
Massachusetts
-$303K -11,630 Closed
LA
457
Latitude Advisors
Florida
-$299K -11,467 Closed
AII
458
AGF Investments Inc
Ontario, Canada
-$277K -10,647 Closed
OIA
459
OneDigital Investment Advisors
Kansas
-$268K -10,286 Closed
E
460
Ergoteles
New York
-$251K -9,638 Closed
VF
461
Virtu Financial
New York
-$217K -8,318 Closed
PAG
462
Paladin Advisory Group
Iowa
-$111K -3,584 Closed
DBG
463
De Burlo Group
Massachusetts
-$62.5K -2,400 Closed
MA
464
MUFG Americas
New York
-$40K -1,524 Closed
ACM
465
Aquatic Capital Management
Illinois
-$36K -1,400 Closed
LIM
466
Longfellow Investment Management
Massachusetts
-$27K -1,034 Closed
OIA
467
Optimum Investment Advisors
Illinois
-$16K -600 Closed
Jones Financial Companies
468
Jones Financial Companies
Missouri
-$10K -400 Closed
LPWM
469
Lake Point Wealth Management
Texas
-$10K -400 Closed
SWM
470
Spire Wealth Management
Virginia
-$9K -345 Closed
DA
471
Denali Advisors
California
-$2K -73 Closed
Canada Pension Plan Investment Board
472
Canada Pension Plan Investment Board
Ontario, Canada
-$2K -66 Closed
AssetMark Inc
473
AssetMark Inc
California
-$1K -44 Closed
CI
474
Cordant Inc
Oregon
-$1K -43 Closed
RWM
475
Raffa Wealth Management
District of Columbia
-$911 -35 Closed