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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mosley Wealth Management
California
$267 +$244 +7 New
CI
527
Cordant Inc
Oregon
$259 +$244 +7 New
PMFA
528
Plante Moran Financial Advisors
Michigan
$228 +$209 +6 New
HIA
529
HFM Investment Advisors
New Jersey
$191 +$139 +4 +400%
NB
530
NBT Bank
New York
$190
IA
531
IFG Advisory
Georgia
$152 +$139 +4 New
DF
532
DecisionPoint Financial
Arizona
$119 +$105 +3 New
BHWM
533
Bay Harbor Wealth Management
Maryland
$114 -$139 -4 -57%
RDFA
534
Ritter Daniher Financial Advisory
Ohio
$77
MCA
535
Maryland Capital Advisors
Maryland
$39 +$35 +1 New
RWM
536
Raffa Wealth Management
District of Columbia
$38
SWIM
537
Smallwood Wealth Investment Management
New Jersey
$24
HCM
538
Himalaya Capital Management
Washington
-$51.6M -1,626,906 Closed
JAM
539
Jupiter Asset Management
United Kingdom
-$28.3M -890,538 Closed
AI
540
Atom Investors
Texas
-$8.68M -273,466 Closed
IMRF
541
Illinois Municipal Retirement Fund
Illinois
-$4.36M -137,280 Closed
N
542
Natixis
France
-$2.68M -84,298 Closed
NICM
543
Neo Ivy Capital Management
New York
-$2.49M -78,333 Closed
JF
544
Jump Financial
Illinois
-$2.41M -75,900 Closed
CCIA
545
Campbell & Co Investment Adviser
Maryland
-$2.03M -63,856 Closed
FRM
546
Fox Run Management
Connecticut
-$1.33M -42,105 Closed
CBU
547
CIBC Bancorp USA
Illinois
-$1.28M -40,374 Closed
MA
548
Mutual Advisors
Nebraska
-$1.23M -38,744 Closed
KAS
549
Kestra Advisory Services
Texas
-$1.22M -38,521 Closed
Walleye Capital
550
Walleye Capital
New York
-$793K -22,750 Closed