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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
– -$668K -18,285 Closed
BCM
452
Bayesian Capital Management
New York
– -$581K -15,900 Closed
USAA
453
United Services Automobile Association
Texas
– -$559K -15,296 Closed
CT
454
Chicago Trust
Illinois
– -$529K -14,500 Closed
GCP
455
GSA Capital Partners
United Kingdom
– -$443K -12,139 Closed
Capital Fund Management (CFM)
456
Capital Fund Management (CFM)
France
– -$437K -11,824 Closed
Livforsakringsbolaget Skandia
457
Livforsakringsbolaget Skandia
Sweden
– -$424K -11,600 Closed
Merit Financial Group
458
Merit Financial Group
Georgia
– -$411K -11,246 Closed
BRWA
459
B. Riley Wealth Advisors
Florida
– -$387K -10,528 Closed
Pathstone Family Office
460
Pathstone Family Office
New Jersey
– -$216K -10,414 Closed
1IA
461
1620 Investment Advisors
Massachusetts
– -$372K -10,199 Closed
Walleye Capital
462
Walleye Capital
New York
– -$353K -9,662 Closed
Integrated Wealth Concepts
463
Integrated Wealth Concepts
Massachusetts
– -$327K -8,959 Closed
AI
464
AdvisorShares Investments
Maryland
– -$324K -8,864 Closed
Woodline Partners
465
Woodline Partners
California
– -$313K -8,574 Closed
SSG
466
Summit Securities Group
New York
– -$309K -8,459 Closed
Vise Technologies
467
Vise Technologies
New York
– -$309K -8,453 Closed
PRS
468
Pinkerton Retirement Specialists
Idaho
– -$295K -8,088 Closed
GTCM
469
Gyon Technologies Capital Management
New Jersey
– -$269K -7,372 Closed
SFO
470
Stokes Family Office
Louisiana
– -$258K -7,068 Closed
Meridian Wealth Management
471
Meridian Wealth Management
Kentucky
– -$241K -6,600 Closed
Profund Advisors
472
Profund Advisors
Maryland
– -$237K -6,482 Closed
Coldstream Capital Management
473
Coldstream Capital Management
Washington
– -$233K -6,374 Closed
BIP
474
Blueprint Investment Partners
North Carolina
– -$231K -6,334 Closed
Stephens Inc
475
Stephens Inc
Arkansas
– -$219K -6,000 Closed