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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
501
Garde Capital
Washington
$8.78K – – –
WT
502
Whittier Trust
California
$8.01K -$8.43K -146 -50%
CB
503
Centennial Bank
Arkansas
$7.68K +$8.08K +140 New
ACA
504
Atlas Capital Advisors
Wyoming
$7.41K – – –
EP
505
Essential Partners
California
$7.36K +$7.74K +134 New
CT
506
Clearstead Trust
Maine
$6.81K – – –
LI
507
LRI Investments
Florida
$6.64K – – –
SC
508
Stephens Consulting
Michigan
$6.48K -$1.68K -29 -20%
JWA
509
JFS Wealth Advisors
Pennsylvania
$6.26K – – –
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$6.26K +$462 +8 +8%
DWM
511
Dogwood Wealth Management
Kansas
$5.97K +$6.24K +108 New
PSFG
512
Park Square Financial Group
Georgia
$5.71K -$5.95K -103 -50%
RF
513
Rossby Financial
Florida
$5.38K -$12.8K -221 -69%
PW
514
Pandora Wealth
Illinois
$5.27K +$5.54K +96 New
DWM
515
Darwin Wealth Management
Florida
$4.93K -$26K -450 -83%
CW
516
Curio Wealth
Maryland
$4.72K +$4.91K +85 +8,500%
LWMI
517
Legacy Wealth Management (Idaho)
Idaho
$4.34K – – –
LIS
518
Legacy Investment Solutions
Idaho
$4.34K +$4.56K +79 New
W
519
WealthCollab
Washington
$4.28K – – –
FHA
520
First Horizon Advisors
Tennessee
$4.17K +$3.98K +69 +986%
FFO
521
Fortitude Family Office
Arizona
$3.95K -$58 -1 -1%
AS
522
Altshuler Shaham
Israel
$3.9K -$115 -2 -3%
CYG
523
Clean Yield Group
Vermont
$3.79K – – –
LCM
524
Logan Capital Management
Pennsylvania
$3.55K +$58 +1 +2%
ME
525
McIlrath & Eck
Washington
$3.29K – – –
19 20
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