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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