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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$19.1K +$16.6K +282 +353%
CAS
477
Coppell Advisory Solutions
Texas
$18.4K – – –
WA
478
Whipplewood Advisors
Colorado
$16.5K +$18.3K +312 New
BIG
479
Brooklyn Investment Group
New York
$15.7K +$235 +4 +1%
CTC
480
Central Trust Company
Missouri
$15.7K -$1.18K -20 -6%
WT
481
Whittier Trust
California
$15.4K – – –
PCFFS
482
Pacific Center for Financial Services
California
$14.8K – – –
EWA
483
EverSource Wealth Advisors
Alabama
$14.5K +$5.88K +100 +57%
PSFG
484
Park Square Financial Group
Georgia
$14.3K +$15.9K +271 New
HFM
485
Harvest Fund Management
China
$14K -$490K -8,344 -97%
ADL
486
Asset Dedication LLC
California
$12.7K +$13.2K +225 +1,406%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$3.7K +63 +38%
WTFG
488
Wood Tarver Financial Group
Idaho
$12K +$14.2K +241 New
AF
489
Advisornet Financial
Minnesota
$11.9K +$529 +9 +4%
CIAM
490
Caitong International Asset Management
Hong Kong
$11.1K +$12.4K +211 New
DB
491
Danske Bank
Denmark
$10.6K -$76.4K -1,300 -87%
AWM
492
Abound Wealth Management
Tennessee
$10.6K – – –
CSC
493
Caldwell Sutter Capital
California
$10.6K – – –
BIA
494
Bell Investment Advisors
California
$9.04K -$411 -7 -4%
FWM
495
FSA Wealth Management
Massachusetts
$8.82K – – –
LFA
496
LGT Financial Advisors
Texas
$8.82K – – –
ACA
497
Atlas Capital Advisors
Wyoming
$7.13K – – –
JWA
498
JFS Wealth Advisors
Pennsylvania
$6.87K -$2.12K -36 -22%
LFA
499
Legend Financial Advisors
Pennsylvania
$6.5K +$7.23K +123 New
LI
500
LRI Investments
Florida
$6.39K – – –
18 19
20
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