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H&R Block

HRB

Market cap $6.56B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
501	CPG 501 Cornerstone Planning Group Fairfield, New Jersey	$1.3K	+$801	+23	+230%
502	TM 502 Torren Management San Diego, California	$1.26K	–	–	–
503	FFO 503 Fortitude Family Office Scottsdale, Arizona	$1.07K	–	–	–
504	POIA 504 Pin Oak Investment Advisors Houston, Texas	$1K	+$523	+15	New
505	CAL 505 Capital Advisors Ltd Shaker Heights, Ohio	$1K	+$592	+17	New
506	CFG 506 CKW Financial Group Honolulu, Hawaii	$1K	+$662	+19	New
507	SIM 507 Synergy Investment Management Altamonte Springs, Florida	$991	+$732	+21	New
508	APW 508 Aventura Private Wealth Aventura, Florida	$990	–	–	–
509	CH 509 Cromwell Holdings Jackson, Wyoming	$924	–	–	–
510	SFS 510 Sunrise Financial Services Burien, Washington	$876	–	–	–
511	DF 511 Dunhill Financial London, United Kingdom	$875	-$105	-3	-12%
512	TFA 512 Transamerica Financial Advisors St. Petersburg, Florida	$779	+$105	+3	+18%
513	RF 513 Rossby Financial Melbourne, Florida	$762	-$732	-21	-51%
514	TCA 514 Trifecta Capital Advisors Northbrook, Illinois	$648	+$592	+17	New
515	CCMI 515 Creative Capital Management Investments San Diego, California	$647	+$592	+17	New
516	ADL 516 Asset Dedication LLC San Francisco, California	$610	–	–	–
517	PWA 517 Physician Wealth Advisors Midvale, Utah	$610	+$557	+16	New
518	PS 518 Planning Strategies Lancaster, Pennsylvania	$571	+$523	+15	New
519	HFS 519 Hughes Financial Services Herndon, Virginia	$495	+$244	+7	+117%
520	DPW 520 DiNuzzo Private Wealth Beaver, Pennsylvania	$457	–	–	–
521	MCM 521 MV Capital Management Bethesda, Maryland	$381	-$767	-22	-69%
522	CFD 522 Creative Financial Designs Kokomo, Indiana	$381	–	–	–
523	WPA 523 West Paces Advisors Atlanta, Georgia	$343	+$314	+9	New
524	CCWM 524 Cassaday & Co Wealth Management Mclean, Virginia	$267	-$2.54K	-73	-91%
525	QWM 525 Quaker Wealth Management Moorestown, New Jersey	$267	-$70	-2	-22%

H&R Block HRB Market cap $6.56B

H&R Block

HRB

Market cap $6.56B