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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
526
Strategic Investment Solutions
Illinois
$2.85K
MCM
527
MAI Capital Management
Ohio
$2.75K -$2.41K -45 -47%
APW
528
Aventura Private Wealth
Florida
$2.75K
PA
529
Pineridge Advisors
Missouri
$2.73K +$2.67K +50 New
CIAM
530
Caitong International Asset Management
Hong Kong
$2.58K -$8.77K -164 -78%
HT
531
Headlands Technologies
Illinois
$2.36K +$2.3K +43 New
FMP
532
Financial Management Professionals
Texas
$2.31K
CFO
533
CVA Family Office
Colorado
$2.25K
CI
534
CX Institutional
Indiana
$2K +$1.5K +28 New
HFS
535
Hantz Financial Services
Michigan
$2K +$1.5K +28 New
HI
536
Horizon Investments
North Carolina
$1.59K -$2.03K -38 -57%
FCAS
537
First Command Advisory Services
Texas
$1.59K +$1.55K +29 New
DPW
538
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$53 +1 +4%
SIC
539
SJS Investment Consulting
Ohio
$1.48K
LFG
540
Larson Financial Group
Missouri
$1.32K +$160 +3 +14%
GFPC
541
Global Financial Private Client
Florida
$1.32K +$909 +17 +243%
BI
542
Binnacle Investments
Iowa
$1.15K +$1.12K +21 New
KHC
543
Koesten Hirschmann & Crabtree
Kansas
$1.1K
CPG
544
Cornerstone Planning Group
New Jersey
$1.01K +$374 +7 +70%
PMAM
545
Picton Mahoney Asset Management
Ontario, Canada
$1K
SOW
546
State of Wyoming
Wyoming
$879 +$267 +5 +45%
WA
547
WPG Advisers
Maryland
$879 +$855 +16 New
GP
548
Greenline Partners
New York
$659 +$641 +12 New
HHGA
549
Halbert Hargrove Global Advisors
California
$550 +$535 +10 New
SC
550
SouthState Corp
Florida
$550 +$535 +10 New