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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
451
Bare Financial Services
Pennsylvania
$1.24K +$1.36K +39 New
JWM
452
JPL Wealth Management
Colorado
$1.21K +$1.32K +38 New
TM
453
Torren Management
California
$1.05K -$13.1K -375 -92%
MCM
454
MV Capital Management
Maryland
$1.02K +$871 +25 +357%
AW
455
Avion Wealth
Texas
$1K +$1.57K +45 +375%
MWM
456
Magnolia Wealth Management
Alabama
$952 +$1.04K +30 New
FCAS
457
First Command Advisory Services
Texas
$920
FFO
458
Fortitude Family Office
Arizona
$889
DF
459
Dunhill Financial
United Kingdom
$838 +$802 +23 +767%
APW
460
Aventura Private Wealth
Florida
$825
CH
461
Cromwell Holdings
Wyoming
$762 +$836 +24 New
SFS
462
Sunrise Financial Services
Washington
$730
CFM
463
Cornerstone Financial Management
Massachusetts
$667 +$209 +6 +40%
TFA
464
Transamerica Financial Advisors
Florida
$545 -$5.23K -150 -90%
ADL
465
Asset Dedication LLC
California
$508 -$7.84K -225 -93%
WIM
466
Westside Investment Management
California
$476
SWP
467
Strategic Wealth Partners
Ohio
$416 +$453 +13 New
MPW
468
MASECO Private Wealth
$415 +$453 +13 New
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$381 -$348 -10 -45%
CFD
470
Creative Financial Designs
Indiana
$317 +$348 +10 New
WA
471
Whipplewood Advisors
Colorado
$317 +$348 +10 New
CPG
472
Cornerstone Planning Group
New Jersey
$301 -$314 -9 -47%
QWM
473
Quaker Wealth Management
New Jersey
$286 +$70 +2 +29%
BHWM
474
Bay Harbor Wealth Management
Maryland
$225 -$174 -5 -42%
CT
475
Clearstead Trust
Maine
$223 -$7.42K -213 -97%