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H&R Block

HRB

Market cap $5.4B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
501	FMP 501 Financial Management Professionals Austin, Texas	$1.62K	–	–	–
502	BDPWM 502 Barnes Dennig Private Wealth Management Cincinnati, Ohio	$1.49K	+$1.36K	+39	New
503	CA 503 CoreCap Advisors Southfield, Michigan	$1.37K	-$5.58K	-160	-82%
504	CPG 504 Cornerstone Planning Group Fairfield, New Jersey	$1.3K	+$801	+23	+230%
505	PWA 505 Principia Wealth Advisory Dallas, Texas	$1.29K	+$1.01K	+29	+580%
506	TM 506 Torren Management San Diego, California	$1.26K	–	–	–
507	FFO 507 Fortitude Family Office Scottsdale, Arizona	$1.07K	–	–	–
508	POIA 508 Pin Oak Investment Advisors Houston, Texas	$1K	+$523	+15	New
509	CAL 509 Capital Advisors Ltd Shaker Heights, Ohio	$1K	+$592	+17	New
510	CFG 510 CKW Financial Group Honolulu, Hawaii	$1K	+$662	+19	New
511	SIM 511 Synergy Investment Management Altamonte Springs, Florida	$991	+$732	+21	New
512	APW 512 Aventura Private Wealth Aventura, Florida	$990	–	–	–
513	CH 513 Cromwell Holdings Jackson, Wyoming	$924	–	–	–
514	SFS 514 Sunrise Financial Services Burien, Washington	$876	–	–	–
515	DF 515 Dunhill Financial London, United Kingdom	$875	-$105	-3	-12%
516	TFA 516 Transamerica Financial Advisors St. Petersburg, Florida	$779	+$105	+3	+18%
517	RF 517 Rossby Financial Melbourne, Florida	$762	-$732	-21	-51%
518	TCA 518 Trifecta Capital Advisors Northbrook, Illinois	$648	+$592	+17	New
519	CCMI 519 Creative Capital Management Investments San Diego, California	$647	+$592	+17	New
520	ADL 520 Asset Dedication LLC San Francisco, California	$610	–	–	–
521	PWA 521 Physician Wealth Advisors Midvale, Utah	$610	+$557	+16	New
522	PS 522 Planning Strategies Lancaster, Pennsylvania	$571	+$523	+15	New
523	HFS 523 Hughes Financial Services Herndon, Virginia	$495	+$244	+7	+117%
524	DPW 524 DiNuzzo Private Wealth Beaver, Pennsylvania	$457	–	–	–
525	MCM 525 MV Capital Management Bethesda, Maryland	$381	-$767	-22	-69%

H&R Block HRB Market cap $5.4B

H&R Block

HRB

Market cap $5.4B