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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
476
Azimuth Capital Management
Michigan
– -$280K -11,700 Closed
CIM
477
Contravisory Investment Management
Massachusetts
– -$280K -11,676 Closed
MIFH
478
Migdal Insurance & Financial Holdings
Israel
– -$145K -6,037 Closed
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
– -$139K -5,800 Closed
GAM
480
GQ Asset Management
New York
– -$133K -5,547 Closed
IUHSA
481
Itau Unibanco Holding S.A.
Brazil
– -$118K -4,693 Closed
RFC
482
Regions Financial Corp
Alabama
– -$102K -4,256 Closed
PHK
483
Point72 Hong Kong
Hong Kong
– -$63K -2,624 Closed
NSIM
484
North Star Investment Management
Illinois
– -$57K -2,400 Closed
TC
485
Truvestments Capital
Florida
– -$62K -2,348 Closed
LFA
486
Legacy Financial Advisors
Kentucky
– -$52K -2,172 Closed
WAM
487
Wealthspire Advisors (Maryland)
Maryland
– -$34K -1,426 Closed
SWM
488
SeaCrest Wealth Management
New York
– -$23K -969 Closed
KL
489
KWMG LLC
Kansas
– -$23K -952 Closed
BBNA
490
Bremer Bank National Association
Minnesota
– -$14K -500 Closed
WTB
491
Washington Trust Bank
Washington
– -$9K -375 Closed
WCM
492
WealthBridge Capital Management
Ohio
– -$8K -288 Closed
MNBTD
493
Moody National Bank Trust Division
Texas
– -$5K -210 Closed
FANJ
494
Financial Architects (New Jersey)
New Jersey
– -$5K -200 Closed
CFG
495
Citizens Financial Group
Rhode Island
– -$4K -148 Closed
CAM
496
Cresset Asset Management
Illinois
– -$3K -112 Closed
PA
497
Parallel Advisors
California
– -$1.07K -40 -98%
RWM
498
Raffa Wealth Management
District of Columbia
– -$838 -35 Closed
WT
499
Whittier Trust
California
– -$1K -21 Closed
TSW
500
Thompson Siegel & Walmsley
Virginia
– -$27 -1 -33%
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