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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$38.5K -$33.4K -568 -44%
VWM
452
Venturi Wealth Management
Texas
$35.9K -$3.88K -66 -9%
NL
453
NVWM LLC
Pennsylvania
$35.7K
GI
454
GAMMA Investing
California
$34.8K +$15.2K +258 +65%
SAM
455
Smartleaf Asset Management
Massachusetts
$34.3K +$8.58K +146 +29%
HCA
456
Harbor Capital Advisors
Illinois
$34K +$176 +3 +0.5%
PCM
457
Penserra Capital Management
California
$33K -$823 -14 -2%
PP
458
PrairieView Partners
Minnesota
$32K
MG
459
Mather Group
Illinois
$30.4K
AP
460
Atwood & Palmer
Missouri
$30.1K
QC
461
Quent Capital
New York
$29.9K -$1.32M -22,490 -98%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$29.7K +$2.76K +47 +9%
NFSG
463
Newbridge Financial Services Group
Florida
$29.3K +$32.6K +555 New
DWM
464
Darwin Wealth Management
Florida
$28.5K
SWM
465
Spire Wealth Management
Virginia
$28.1K +$31.3K +532 New
EPW
466
Endeavor Private Wealth
Kansas
$26.6K +$29.4K +500 New
TLA
467
Tanglewood Legacy Advisors
Texas
$26.4K
BWL
468
Bogart Wealth LLC
Virginia
$24.6K
CTWM
469
Cherry Tree Wealth Management
Minnesota
$23.7K
GIA
470
GHP Investment Advisors
Colorado
$23.2K +$118 +2 +0.5%
LWA
471
Lowe Wealth Advisors
Maryland
$21.5K
SPIA
472
Steward Partners Investment Advisory
New York
$21.3K
EB
473
Eastern Bank
Massachusetts
$21.2K +$59 +1 +0.3%
RA
474
Rise Advisors
New York
$21.1K +$118 +2 +0.5%
LDB
475
Lee, Danner & Bass
Tennessee
$21.1K +$23.5K +400 New