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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
451
Nomura Asset Management
Japan
$69.3K – – –
CA
452
Continuum Advisory
Idaho
$65.9K +$894 +15 +1%
GM
453
GeoWealth Management
Illinois
$54.8K +$51.4K +862 New
AIC
454
Archer Investment Corporation
Indiana
$50.8K – – –
VNA
455
Valley National Advisers
Pennsylvania
$50K – – –
VCM
456
Versant Capital Management
Arizona
$49.4K +$3.28K +55 +8%
FF
457
Friedenthal Financial
New Jersey
$49.1K +$46.1K +773 New
VWM
458
Venturi Wealth Management
Texas
$47.3K +$4.77K +80 +12%
TWD
459
True Wealth Design
Ohio
$46.7K -$1.03M -17,221 -96%
NL
460
NVWM LLC
Pennsylvania
$43K – – –
PCM
461
Penserra Capital Management
California
$41K +$417 +7 +1%
HCA
462
Harbor Capital Advisors
Illinois
$40K +$38K +637 New
PP
463
PrairieView Partners
Minnesota
$38K – – –
MG
464
Mather Group
Illinois
$36.6K – – –
BF
465
BOK Financial
Oklahoma
$36.4K – – –
AP
466
Atwood & Palmer
Missouri
$36.2K – – –
TSMHT
467
Thurston Springer Miller Herd & Titak
Indiana
$34.9K +$32.7K +549 New
DWM
468
Darwin Wealth Management
Florida
$34.3K +$32.1K +539 New
PFBT
469
Parkside Financial Bank & Trust
Missouri
$32.7K +$954 +16 +3%
SAM
470
Smartleaf Asset Management
Massachusetts
$32.5K -$206K -3,456 -87%
TLA
471
Tanglewood Legacy Advisors
Texas
$31.8K – – –
BWL
472
Bogart Wealth LLC
Virginia
$29.6K +$23.8K +400 +606%
CTWM
473
Cherry Tree Wealth Management
Minnesota
$28.5K – – –
GIA
474
GHP Investment Advisors
Colorado
$27.7K +$119 +2 +0.5%
LWA
475
Lowe Wealth Advisors
Maryland
$25.8K – – –