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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Brooklyn Investment Group
476
Brooklyn Investment Group
New York
$28.2K +$11.5K +215 +72%
TLA
477
Tanglewood Legacy Advisors
Texas
$27.5K – – –
SW
478
SVB Wealth
Massachusetts
$26.1K +$25.4K +475 New
SignatureFD
479
SignatureFD
Georgia
$25.6K -$104K -1,950 -81%
GIA
480
GHP Investment Advisors
Colorado
$24.2K +$160 +3 +0.7%
EverSource Wealth Advisors
481
EverSource Wealth Advisors
Alabama
$22.9K +$7.59K +142 +52%
LWA
482
Lowe Wealth Advisors
Maryland
$22.3K – – –
Eastern Bank
483
Eastern Bank
Massachusetts
$22K – – –
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$19.4K -$67.1K -1,255 -78%
RF
485
Rossby Financial
Florida
$19K +$17.1K +319 New
WA
486
Whipplewood Advisors
Colorado
$18.8K -$13.6K -255 -82%
Central Trust Company
487
Central Trust Company
Missouri
$16.3K – – –
Whittier Trust
488
Whittier Trust
California
$16K – – –
PCFFS
489
Pacific Center for Financial Services
California
$15.4K – – –
RA
490
Rise Advisors
New York
$14.8K -$7K -131 -33%
ADL
491
Asset Dedication LLC
California
$13.2K – – –
WTFG
492
Wood Tarver Financial Group
Idaho
$13.2K – – –
Harvest Fund Management
493
Harvest Fund Management
China
$12K -$3.21K -60 -22%
AF
494
Advisornet Financial
Minnesota
$11.9K -$428 -8 -4%
MassMutual Private Wealth & Trust
495
MassMutual Private Wealth & Trust
Connecticut
$11.9K -$802 -15 -6%
M
496
MOTCO
Texas
$11.5K +$11.2K +210 New
PSFG
497
Park Square Financial Group
Georgia
$11.4K -$3.42K -64 -24%
WF
498
Wayfinding Financial
Washington
$11K +$11K +206 New
AWM
499
Abound Wealth Management
Tennessee
$11K – – –
CSC
500
Caldwell Sutter Capital
California
$11K – – –