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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Parkworth Wealth Management
California
$549 +$289 +5 +100%
TWD
552
True Wealth Design
Ohio
$549 +$404 +7 +233%
GWSG
553
GPS Wealth Strategies Group
Colorado
$549 +$462 +8 +400%
BHWM
554
Bay Harbor Wealth Management
Maryland
$496 +$346 +6 +200%
HIA
555
HFM Investment Advisors
New Jersey
$494 +$231 +4 +80%
WBC
556
West Branch Capital
Massachusetts
$440
S
557
Sachetta
Massachusetts
$330
HWP
558
Highline Wealth Partners
California
$329
RWM
559
Rialto Wealth Management
New York
$275 +$289 +5 New
NC
560
NewSquare Capital
Pennsylvania
$165 +$173 +3 New
SFA
561
Semmax Financial Advisors
North Carolina
$70
BA
562
Bellwether Advisors
Nebraska
$55
OP
563
ORG Partners
Indiana
$29 -$346 -6 Closed
CCMG
564
Clark Capital Management Group
Pennsylvania
-$40.9M -744,117 Closed
ECM
565
ExodusPoint Capital Management
New York
-$18.9M -343,928 Closed
Squarepoint
566
Squarepoint
New York
-$16.8M -306,203 Closed
FCI
567
Financial Counselors Inc
Kansas
-$9.76M -177,709 Closed
CF
568
Corebridge Financial
Texas
-$8.13M -148,150 Closed
MIM
569
MetLife Investment Management
New Jersey
-$4.15M -75,526 Closed
APF
570
Alaska Permanent Fund
Alaska
-$3.42M -56,639 Closed
PI
571
PGGM Investments
Netherlands
-$2.97M -54,159 Closed
AIMCA
572
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.31M -42,100 Closed
MC
573
Maverick Capital
Texas
-$2.05M -37,265 Closed
ACM
574
Aquatic Capital Management
Illinois
-$1.83M -33,403 Closed
FMI
575
F/M Investments
District of Columbia
-$1.68M -30,650 Closed