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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
526
Brown, Lisle/Cummings
Rhode Island
$3.08K
TPWA
527
Twin Peaks Wealth Advisors
California
$2.99K +$3.35K +58 New
Kayne Anderson Rudnick Investment Management
528
Kayne Anderson Rudnick Investment Management
California
$2.91K
SIS
529
Strategic Investment Solutions
Illinois
$2.85K
NWM
530
Nova Wealth Management
Florida
$2.75K +$2.89K +50 New
PA
531
Pineridge Advisors
Missouri
$2.73K
BI
532
Binnacle Investments
Iowa
$2.47K +$1.39K +24 +114%
FMP
533
Financial Management Professionals
Texas
$2.32K
BF
534
BOK Financial
Oklahoma
$2.31K -$823K -14,245 -100%
AG
535
AmeriFlex Group
Nevada
$2.25K +$2.37K +41 New
CFO
536
CVA Family Office
Colorado
$2.25K
MAWAG
537
Mid-American Wealth Advisory Group
Missouri
$2.09K +$2.19K +38 New
CI
538
CX Institutional
Indiana
$2K
FCAS
539
First Command Advisory Services
Texas
$1.59K
DPW
540
DiNuzzo Private Wealth
Pennsylvania
$1.48K -$58 -1 -4%
AAS
541
Ameritas Advisory Services
Nebraska
$1.48K +$1.56K +27 New
APW
542
Aventura Private Wealth
Florida
$1.43K -$1.39K -24 -48%
KHC
543
Koesten Hirschmann & Crabtree
Kansas
$1.1K
TCA
544
Trifecta Capital Advisors
Illinois
$989 +$1.04K +18 New
CPG
545
Cornerstone Planning Group
New Jersey
$929
CH
546
Cromwell Holdings
Wyoming
$884 +$924 +16 New
SIC
547
SJS Investment Consulting
Ohio
$879 -$635 -11 -41%
MPW
548
MASECO Private Wealth
$713 +$751 +13 New
AF
549
Advisornet Financial
Minnesota
$549 -$12K -207 -95%
SC
550
SouthState Corp
Florida
$549