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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Abound Wealth Management
Tennessee
$10.1K – – –
PWAM
477
Private Wealth Asset Management
Iowa
$10.1K +$10.6K +200 New
TWD
478
True Wealth Design
Ohio
$9K +$8.88K +168 +1,680%
GA
479
GoalVest Advisory
New York
$8.6K – – –
FWM
480
FSA Wealth Management
Massachusetts
$8.45K – – –
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$7.99K -$3.49K -66 -29%
BIA
482
Bell Investment Advisors
California
$7.43K -$1.74K -33 -18%
CB
483
Centennial Bank
Arkansas
$7.08K – – –
GWM
484
Geneos Wealth Management
Colorado
$6.73K -$64.1K -1,213 -90%
LI
485
LRI Investments
Florida
$6.12K – – –
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$6.02K +$264 +5 +4%
HWM
487
Hemington Wealth Management
Virginia
$6K -$2.01K -38 -23%
JWA
488
JFS Wealth Advisors
Pennsylvania
$5.71K -$53 -1 -0.9%
GBT
489
Grove Bank & Trust
Florida
$5.71K -$3.06K -58 -34%
W
490
WealthCollab
Washington
$5.06K +$1.16K +22 +28%
DWM
491
Darwin Wealth Management
Florida
$4.57K +$53 +1 +1%
RF
492
Rossby Financial
Florida
$4.4K -$634 -12 -12%
CW
493
Curio Wealth
Maryland
$4.35K – – –
CTB
494
Country Trust Bank
Illinois
$4.3K +$4.49K +85 New
BI
495
Binnacle Investments
Iowa
$4.25K +$2.06K +39 +87%
AS
496
Altshuler Shaham
Israel
$4.15K +$581 +11 +15%
SL
497
Salomon & Ludwin
Virginia
$4.09K +$4.17K +79 New
LWMI
498
Legacy Wealth Management (Idaho)
Idaho
$4K – – –
FFO
499
Fortitude Family Office
Arizona
$3.64K – – –
ME
500
McIlrath & Eck
Washington
$3.03K – – –
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