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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
LS
457
Livforsakringsbolaget Skandia
Sweden
-$424K -11,600 Closed
MFG
458
Merit Financial Group
Georgia
-$411K -11,246 Closed
BRWA
459
B. Riley Wealth Advisors
Florida
-$387K -10,528 Closed
PFO
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
IWC
463
Integrated Wealth Concepts
Massachusetts
-$327K -8,959 Closed
AI
464
AdvisorShares Investments
Maryland
-$324K -8,864 Closed
WP
465
Woodline Partners
California
-$313K -8,574 Closed
SSG
466
Summit Securities Group
New York
-$309K -8,459 Closed
VT
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
MWM
471
Meridian Wealth Management
Kentucky
-$241K -6,600 Closed
PA
472
Profund Advisors
Maryland
-$237K -6,482 Closed
CCM
473
Coldstream Capital Management
Washington
-$233K -6,374 Closed
BIP
474
Blueprint Investment Partners
North Carolina
-$231K -6,334 Closed
SI
475
Stephens Inc
Arkansas
-$219K -6,000 Closed