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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
501
Legacy Wealth Management (Idaho)
Idaho
$9.38K +$9.42K +158 New
M
502
MOTCO
Texas
$9.21K +$8.64K +145 New
ACA
503
Atlas Capital Advisors
Wyoming
$8.58K
IUHSA
504
Itau Unibanco Holding S.A.
Brazil
$7.25K -$1.61K -27 -20%
LI
505
LRI Investments
Florida
$7.16K
HCM
506
Hollencrest Capital Management
California
$7.05K +$6.62K +111 New
RWM
507
Reston Wealth Management
Virginia
$6.16K +$5.78K +97 New
HI
508
Harbour Investments
Wisconsin
$5.85K +$954 +16 +21%
HI
509
Horizon Investments
North Carolina
$5.72K +$3.88K +65 +260%
AWM
510
Avior Wealth Management
Nebraska
$5.08K +$3.4K +57 +248%
W
511
WealthCollab
Washington
$4.96K
CYG
512
Clean Yield Group
Vermont
$4.96K +$4.65K +78 New
LWANC
513
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.77K +$4.47K +75 New
Mitsubishi UFJ Asset Management
514
Mitsubishi UFJ Asset Management
Japan
$4.77K
ME
515
McIlrath & Eck
Washington
$3.81K
AS
516
Altshuler Shaham
Israel
$3.69K -$775 -13 -18%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$3.62K -$238 -4 -7%
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$3.37K
FFO
519
Fortitude Family Office
Arizona
$3.31K
SIS
520
Strategic Investment Solutions
Illinois
$3.31K +$3.1K +52 New
FMP
521
Financial Management Professionals
Texas
$3K
AGWCA
522
Annis Gardner Whiting Capital Advisors
Florida
$2.88K
CFO
523
CVA Family Office
Colorado
$2.61K
CAL
524
Capital Analysts LLC
Pennsylvania
$2K
HWM
525
Hemington Wealth Management
Virginia
$2K +$2.92K +49 New