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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
476
CVA Family Office
Colorado
$2.22K +$2.04K +41 New
FMP
477
Financial Management Professionals
Texas
$2K
CAL
478
Capital Analysts LLC
Pennsylvania
$2K +$1.49K +30 New
IC
479
Innealta Capital
Texas
$1.95K +$1.79K +36 New
SFA
480
Semmax Financial Advisors
North Carolina
$1.79K
SIC
481
SJS Investment Consulting
Ohio
$1.74K
DPW
482
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$199 +4 +17%
TAM
483
Tucker Asset Management
Colorado
$1.46K
HI
484
Horizon Investments
North Carolina
$1.36K
CFB
485
Cullen/Frost Bankers
Texas
$1.36K +$1.25K +25 New
AWM
486
Avior Wealth Management
Nebraska
$1.25K
KHC
487
Koesten Hirschmann & Crabtree
Kansas
$983
BGAI
488
Bruce G. Allen Investments
Colorado
$976 +$697 +14 +350%
ADL
489
Asset Dedication LLC
California
$868
RI
490
Ridgewood Investments
New Jersey
$710 +$647 +13 New
SFC
491
Strategic Financial Concepts
Texas
$689 +$1.99M +40,034 New
CPG
492
Cornerstone Planning Group
New Jersey
$549
DWA
493
Delos Wealth Advisors
Texas
$489
CC
494
Cypress Capital
Tennessee
$488 +$448 +9 New
OP
495
ORG Partners
Indiana
$356
S
496
Sachetta
Massachusetts
$349 +$299 +6 New
GLR
497
Great Lakes Retirement
Ohio
$64
AIG
498
American International Group
New York
-$9.11M -185,503 Closed
P
499
Paradiem
Louisiana
-$8.05M -163,878 Closed
TPSF
500
Texas Permanent School Fund
Texas
-$6M -122,107 Closed