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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
EI
451
Ellevest Inc
New York
-$59K -1,673 Closed
BF
452
BOK Financial
Oklahoma
-$52.9K -1,501 Closed
MC
453
Machina Capital
France
-$52.9K -1,500 Closed
BWL
454
Bogart Wealth LLC
Virginia
-$35.3K -1,000 Closed
CFB
455
Cullen/Frost Bankers
Texas
-$35.3K -1,000 Closed
BAM
456
Belpointe Asset Management
Nevada
-$35.2K -998 Closed
HFM
457
Harvest Fund Management
China
-$34K -959 Closed
AAS
458
Ameritas Advisory Services
Nebraska
-$29.4K -833 Closed
CTC
459
Central Trust Company
Missouri
-$17.6K -500 Closed
IGWM
460
ICA Group Wealth Management
Colorado
-$17.6K -500 Closed
TWA
461
TCI Wealth Advisors
Arizona
-$17K -481 Closed
CAM
462
ClariVest Asset Management
California
-$7K -193 Closed
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
-$6K -157 Closed
CT
464
Cambridge Trust
Massachusetts
-$4.55K -129 Closed
AWM
465
Accel Wealth Management
Iowa
-$4.47K -127 Closed
SFG
466
Steward Financial Group
Texas
-$4K -123 Closed
GBT
467
Grove Bank & Trust
Florida
-$3.7K -105 Closed
SC
468
Schubert & Co
Texas
-$2.29K -65 Closed
BAAM
469
Baker Avenue Asset Management
California
-$635 -18 Closed
BA
470
Bellwether Advisors
Nebraska
-$35 -1 Closed
OP
471
ORG Partners
Indiana
+$194 +6 New