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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