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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
526
Capital Advisory Group Advisory Services
Minnesota
– -$432K -9,920 Closed
LC
527
Lavelle Capital
California
– -$429K -9,855 Closed
MWM
528
Maridea Wealth Management
New York
– -$410K -9,413 Closed
Verition Fund Management
529
Verition Fund Management
Connecticut
– -$398K -9,144 Closed
JG
530
Jain Global
New York
– -$374K -8,580 Closed
FBB
531
Fulton Breakefield Broenniman
Maryland
– -$344K -7,885 Closed
MAM
532
Martingale Asset Management
Massachusetts
– -$334K -7,658 Closed
AC
533
Armistice Capital
New York
– -$316K -7,245 Closed
WPW
534
Waldron Private Wealth
Pennsylvania
– -$267K -6,075 Closed
FFN
535
Focus Financial Network
Minnesota
– -$264K -6,000 Closed
RSWM
536
Robertson Stephens Wealth Management
California
– -$260K -5,900 Closed
TC
537
TwinBeech Capital
New York
– -$257K -5,895 Closed
MAS
538
Meeder Advisory Services
Ohio
– -$257K -5,887 Closed
DADC
539
D.A. Davidson & Co
Montana
– -$250K -5,731 Closed
AL
540
Arnhold LLC
New York
– -$244K -5,600 Closed
HW
541
Hancock Whitney
Mississippi
– -$234K -5,365 Closed
MG
542
Marex Group
– -$232K -5,317 Closed
GC
543
Guggenheim Capital
Illinois
– -$232K -5,314 Closed
SC
544
Savant Capital
Illinois
– -$223K -5,120 Closed
BCI
545
Brinker Capital Investments
Pennsylvania
– -$222K -5,093 Closed
MM
546
MQS Management
New York
– -$221K -5,078 Closed
ProShare Advisors
547
ProShare Advisors
Maryland
– -$221K -5,070 Closed
OIA
548
OneDigital Investment Advisors
Kansas
– -$220K -5,052 Closed
AHL
549
Abel Hall LLC
Louisiana
– -$220K -5,046 Closed
EHC
550
Everett Harris & Co
California
– -$218K -5,000 Closed