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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
476
First Command Advisory Services
Texas
$1.26K – – –
FFO
477
Fortitude Family Office
Arizona
$1.22K -$2.06K -44 -61%
TAM
478
Tucker Asset Management
Colorado
$1.18K +$1.26K +27 New
APW
479
Aventura Private Wealth
Florida
$1.13K – – –
UFPG
480
United Financial Planning Group
New York
$1.05K +$1.12K +24 New
NS
481
NBC Securities
Alabama
$1.04K – – –
PWPS
482
Pinnacle Wealth Planning Services
Ohio
$1K +$1.07K +23 New
SFS
483
Sunrise Financial Services
Washington
$1K +$1.07K +23 New
DPW
484
DiNuzzo Private Wealth
Pennsylvania
$959 -$140 -3 -12%
CPG
485
Cornerstone Planning Group
New Jersey
$742 – – –
CIAM
486
Caitong International Asset Management
Hong Kong
$741 +$795 +17 New
PWA
487
Principia Wealth Advisory
Texas
$654 +$654 +14 +1,400%
CFM
488
Cornerstone Financial Management
Massachusetts
$654 +$701 +15 New
CFB
489
Cullen/Frost Bankers
Texas
$654 +$701 +15 New
WIM
490
Westside Investment Management
California
$654 +$701 +15 New
ACA
491
American Capital Advisory
Idaho
$611 +$374 +8 +133%
KFI
492
Key Financial Inc
Pennsylvania
$610 – – –
BHWM
493
Bay Harbor Wealth Management
Maryland
$526 +$187 +4 +50%
UFF
494
USA Financial Formulas
Michigan
$523 +$561 +12 New
KG
495
Kilter Group
New York
$436 +$467 +10 New
MCM
496
MV Capital Management
Maryland
$306 +$327 +7 New
QWM
497
Quaker Wealth Management
New Jersey
$306 +$327 +7 New
FHC
498
First Horizon Corporation
Tennessee
$305 – – –
AF
499
Advisornet Financial
Minnesota
$305 +$140 +3 +75%
HIA
500
HFM Investment Advisors
New Jersey
$218 -$47 -1 -17%
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