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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
GBT
476
Grove Bank & Trust
Florida
$4.3K
AW
477
Avion Wealth
Texas
$4K +$2.33K +67 +118%
DWM
478
Darwin Wealth Management
Florida
$3.6K +$70 +2 +2%
AssetMark Inc
479
AssetMark Inc
California
$3.35K -$3.94K -113 -56%
APFP
480
Action Point Financial Planning
Michigan
$3.2K +$2.96K +85 New
BFS
481
Bare Financial Services
Pennsylvania
$3.12K +$1.5K +43 +110%
JWA
482
JFS Wealth Advisors
Pennsylvania
$3.08K -$35 -1 -1%
CFO
483
CVA Family Office
Colorado
$2.89K
Mitsubishi UFJ Asset Management
484
Mitsubishi UFJ Asset Management
Japan
$2.86K -$20.2K -580 -89%
CFM
485
Cornerstone Financial Management
Massachusetts
$2.78K +$1.81K +52 +248%
RFS
486
Richardson Financial Services
Massachusetts
$2.67K +$2.44K +70 New
JWM
487
JPL Wealth Management
Colorado
$2.55K +$1.01K +29 +76%
BCM
488
Blume Capital Management
California
$2.51K
SC
489
SouthState Corp
Florida
$2.44K -$5.85K -168 -72%
KG
490
Kilter Group
New York
$2.44K -$35 -1 -2%
Kayne Anderson Rudnick Investment Management
491
Kayne Anderson Rudnick Investment Management
California
$2.02K
SIS
492
Strategic Investment Solutions
Illinois
$1.98K
PWMG
493
Prestige Wealth Management Group
New Jersey
$1.96K +$1.78K +51 New
SGFG
494
Silver Grove Financial Group
New York
$1.83K +$1.67K +48 New
AG
495
AmeriFlex Group
Nevada
$1.75K +$1.6K +46 New
RWM
496
Rialto Wealth Management
New York
$1.75K +$1.6K +46 New
FMP
497
Financial Management Professionals
Texas
$1.62K
BDPWM
498
Barnes Dennig Private Wealth Management
Ohio
$1.49K +$1.36K +39 New
CA
499
CoreCap Advisors
Michigan
$1.37K -$5.58K -160 -82%
CPG
500
Cornerstone Planning Group
New Jersey
$1.3K +$801 +23 +230%