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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$25.7K +$13.9K +234 +138%
GI
477
GAMMA Investing
California
$25.4K +$2.03K +34 +9%
EB
478
Eastern Bank
Massachusetts
$25.4K +$23.8K +400 New
RA
479
Rise Advisors
New York
$25.3K +$119 +2 +0.5%
IAIM
480
International Assets Investment Management
Florida
$24.8K +$23.2K +390 New
CAS
481
Coppell Advisory Solutions
Texas
$22.5K
CTC
482
Central Trust Company
Missouri
$20.1K -$1.07K -18 -5%
FFA
483
Frazier Financial Advisors
Ohio
$19.1K +$1.79K +30 +11%
BIG
484
Brooklyn Investment Group
New York
$18.7K +$17.5K +294 New
WT
485
Whittier Trust
California
$18.6K
WWP
486
WR Wealth Planners
Missouri
$18.2K
PCFFS
487
Pacific Center for Financial Services
California
$17.8K
CFD
488
Creative Financial Designs
Indiana
$16.6K +$6.62K +111 +74%
AF
489
Advisornet Financial
Minnesota
$13.7K +$4.53K +76 +54%
AWM
490
Abound Wealth Management
Tennessee
$12.7K
CSC
491
Caldwell Sutter Capital
California
$12.7K
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$775 -13 -7%
BIA
493
Bell Investment Advisors
California
$11.3K
EWA
494
EverSource Wealth Advisors
Alabama
$11.1K -$16.6K -278 -61%
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$2.21K +37 +28%
LFA
496
LGT Financial Advisors
Texas
$10.6K
FWM
497
FSA Wealth Management
Massachusetts
$10.6K +$9.95K +167 New
JWA
498
JFS Wealth Advisors
Pennsylvania
$10.6K +$179 +3 +2%
PIM
499
Plato Investment Management
Australia
$10.4K
LIS
500
Legacy Investment Solutions
Idaho
$9.38K +$9.42K +158 New