We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
501
Hollencrest Capital Management
California
$5.87K
CT
502
Colonial Trust
South Carolina
$5.5K +$6.11K +104 New
MCM
503
MAI Capital Management
Ohio
$5.02K +$5.58K +95 New
CW
504
Curio Wealth
Maryland
$4.54K +$5.05K +86 New
LIS
505
Legacy Investment Solutions
Idaho
$4.21K -$4.64K -79 -50%
LWMI
506
Legacy Wealth Management (Idaho)
Idaho
$4.21K -$4.64K -79 -50%
W
507
WealthCollab
Washington
$4.12K
Mitsubishi UFJ Asset Management
508
Mitsubishi UFJ Asset Management
Japan
$4.04K
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.96K
FFO
510
Fortitude Family Office
Arizona
$3.86K +$1.23K +21 +40%
AS
511
Altshuler Shaham
Israel
$3.75K +$764 +13 +22%
AGWCA
512
Annis Gardner Whiting Capital Advisors
Florida
$3.72K +$1.47K +25 +56%
CYG
513
Clean Yield Group
Vermont
$3.65K -$529 -9 -12%
HI
514
Horizon Investments
North Carolina
$3.54K -$1.35K -23 -26%
LCM
515
Logan Capital Management
Pennsylvania
$3.38K +$3.76K +64 New
ME
516
McIlrath & Eck
Washington
$3.17K
GBT
517
Grove Bank & Trust
Florida
$3.06K +$3.41K +58 New
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$3.01K
HWM
519
Hemington Wealth Management
Virginia
$3K +$1.53K +26 +53%
Kayne Anderson Rudnick Investment Management
520
Kayne Anderson Rudnick Investment Management
California
$2.8K
SIS
521
Strategic Investment Solutions
Illinois
$2.75K
APW
522
Aventura Private Wealth
Florida
$2.64K +$2.94K +50 New
FMP
523
Financial Management Professionals
Texas
$2.22K
CFO
524
CVA Family Office
Colorado
$2.17K
HCP
525
Hexagon Capital Partners
Arkansas
$1.53K +$1.7K +29 New