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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
MO
476
McMillan Office
Michigan
$4.95K – – –
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$4.76K – – –
CMA
478
Cedar Mountain Advisors
Oregon
$4.61K – – –
HNW
479
High Note Wealth
Minnesota
$4.49K +$523 +15 +15%
GBT
480
Grove Bank & Trust
Florida
$4.3K – – –
AW
481
Avion Wealth
Texas
$4K +$2.33K +67 +118%
DWM
482
Darwin Wealth Management
Florida
$3.6K +$70 +2 +2%
AssetMark Inc
483
AssetMark Inc
California
$3.35K -$3.94K -113 -56%
APFP
484
Action Point Financial Planning
Michigan
$3.2K +$2.96K +85 New
BFS
485
Bare Financial Services
Pennsylvania
$3.12K +$1.5K +43 +110%
JWA
486
JFS Wealth Advisors
Pennsylvania
$3.08K -$35 -1 -1%
CFO
487
CVA Family Office
Colorado
$2.89K – – –
Mitsubishi UFJ Asset Management
488
Mitsubishi UFJ Asset Management
Japan
$2.86K -$20.2K -580 -89%
CFM
489
Cornerstone Financial Management
Massachusetts
$2.78K +$1.81K +52 +248%
RFS
490
Richardson Financial Services
Massachusetts
$2.67K +$2.44K +70 New
JWM
491
JPL Wealth Management
Colorado
$2.55K +$1.01K +29 +76%
BCM
492
Blume Capital Management
California
$2.51K – – –
SC
493
SouthState Corp
Florida
$2.44K -$5.85K -168 -72%
KG
494
Kilter Group
New York
$2.44K -$35 -1 -2%
Kayne Anderson Rudnick Investment Management
495
Kayne Anderson Rudnick Investment Management
California
$2.02K – – –
SIS
496
Strategic Investment Solutions
Illinois
$1.98K – – –
PWMG
497
Prestige Wealth Management Group
New Jersey
$1.96K +$1.78K +51 New
SGFG
498
Silver Grove Financial Group
New York
$1.83K +$1.67K +48 New
AG
499
AmeriFlex Group
Nevada
$1.75K +$1.6K +46 New
RWM
500
Rialto Wealth Management
New York
$1.75K +$1.6K +46 New