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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$2.68K – – –
SIS
502
Strategic Investment Solutions
Illinois
$2.63K – – –
TFA
503
Transamerica Financial Advisors
Florida
$2.58K +$2.69K +51 New
NWM
504
Nova Wealth Management
Florida
$2.53K – – –
FMP
505
Financial Management Professionals
Texas
$2.14K – – –
CFO
506
CVA Family Office
Colorado
$2.07K – – –
CYG
507
Clean Yield Group
Vermont
$1.87K -$1.69K -32 -46%
WWA
508
Wealth Watch Advisors
Colorado
$1.52K +$1.58K +30 New
FCAS
509
First Command Advisory Services
Texas
$1.47K – – –
VWM
510
Vermillion Wealth Management
Minnesota
$1.47K +$1.53K +29 New
APW
511
Aventura Private Wealth
Florida
$1.31K – – –
DPW
512
DiNuzzo Private Wealth
Pennsylvania
$1.26K -$106 -2 -7%
NS
513
NBC Securities
Alabama
$1.21K +$1.27K +24 New
HWA
514
Heartwood Wealth Advisors
Virginia
$1.11K +$1.16K +22 New
KHC
515
Koesten Hirschmann & Crabtree
Kansas
$1.01K – – –
CI
516
CX Institutional
Indiana
$1K – – –
CCM
517
Cloud Capital Management
Washington
$1K +$1.27K +24 New
CPG
518
Cornerstone Planning Group
New Jersey
$964 +$106 +2 +12%
LCM
519
Logan Capital Management
Pennsylvania
$961 -$2.43K -46 -71%
CH
520
Cromwell Holdings
Wyoming
$816 – – –
SIC
521
SJS Investment Consulting
Ohio
$810 – – –
KFI
522
Key Financial Inc
Pennsylvania
$716 +$740 +14 New
GWSG
523
GPS Wealth Strategies Group
Colorado
$506 – – –
SC
524
SouthState Corp
Florida
$506 – – –
PAM
525
Palisade Asset Management
Minnesota
$456 +$476 +9 New