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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$381 – – –
WPA
527
West Paces Advisors
Georgia
$343 +$314 +9 New
CCWM
528
Cassaday & Co Wealth Management
Virginia
$267 -$2.54K -73 -91%
QWM
529
Quaker Wealth Management
New Jersey
$267 -$70 -2 -22%
FHC
530
First Horizon Corporation
Tennessee
$267 – – –
MWM
531
Mosley Wealth Management
California
$267 +$244 +7 New
CI
532
Cordant Inc
Oregon
$259 +$244 +7 New
PMFA
533
Plante Moran Financial Advisors
Michigan
$228 +$209 +6 New
HIA
534
HFM Investment Advisors
New Jersey
$191 +$139 +4 +400%
NB
535
NBT Bank
New York
$190 – – –
IA
536
IFG Advisory
Georgia
$152 +$139 +4 New
DF
537
DecisionPoint Financial
Arizona
$119 +$105 +3 New
BHWM
538
Bay Harbor Wealth Management
Maryland
$114 -$139 -4 -57%
RDFA
539
Ritter Daniher Financial Advisory
Ohio
$77 – – –
MCA
540
Maryland Capital Advisors
Maryland
$39 +$35 +1 New
RWM
541
Raffa Wealth Management
District of Columbia
$38 – – –
SWIM
542
Smallwood Wealth Investment Management
New Jersey
$24 – – –
HCM
543
Himalaya Capital Management
Washington
– -$51.6M -1,626,906 Closed
JAM
544
Jupiter Asset Management
United Kingdom
– -$28.3M -890,538 Closed
AI
545
Atom Investors
Texas
– -$8.68M -273,466 Closed
IMRF
546
Illinois Municipal Retirement Fund
Illinois
– -$4.36M -137,280 Closed
N
547
Natixis
France
– -$2.68M -84,298 Closed
NICM
548
Neo Ivy Capital Management
New York
– -$2.49M -78,333 Closed
JF
549
Jump Financial
Illinois
– -$2.41M -75,900 Closed
CCIA
550
Campbell & Co Investment Adviser
Maryland
– -$2.03M -63,856 Closed
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