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H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
526
EHP Funds Inc
Canada
– -$260K -5,300 Closed
SL
527
Salomon & Ludwin
Virginia
– -$125K -2,537 Closed
LSA
528
Leonteq Securities AG
Switzerland
– -$118K -2,393 Closed
IPW
529
Impact Partnership Wealth
Georgia
– -$101K -2,052 Closed
SOW
530
State of Wyoming
Wyoming
– -$98K -1,996 Closed
CIM
531
Chiron Investment Management
New York
– -$65.2K -1,327 Closed
SWS
532
SYSTM Wealth Solutions
Illinois
– -$37.5K -763 Closed
CA
533
CoreCap Advisors
Michigan
– -$19.8K -403 Closed
GAA
534
Global Assets Advisory
Florida
– -$17.8K -369 Closed
WIA
535
Wetzel Investment Advisors
Indiana
– -$7.03K -151 Closed
SC
536
SouthState Corp
Florida
– -$5.65K -115 Closed
AFWM
537
Abich Financial Wealth Management
Virginia
– -$3.04K -62 Closed
PP
538
Pingora Partners
Wyoming
– -$2.7K -55 Closed
GA
539
GoalVest Advisory
New York
– -$1.96K -40 Closed
PCMC
540
Planning Capital Management Corporation
Pennsylvania
– -$1.62K -33 Closed
GI
541
Gradient Investments
Minnesota
– -$638 -13 Closed
MAWCM
542
Mine & Arao Wealth Creation & Management
California
– -$393 -8 Closed
TCM
543
TD Capital Management
Tennessee
– -$196 -4 Closed
TWP
544
TFO Wealth Partners
Ohio
– -$147 -3 Closed
RS
545
Rakuten Securities
Japan
– -$98 -2 Closed
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