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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
LG
551
Leuthold Group
Minnesota
– -$340K -6,718 Closed
PCG
552
Prosperity Consulting Group
Maryland
– -$316K -6,257 Closed
SRL
553
Scientech Research LLC
New Jersey
– -$312K -6,176 Closed
FPAS
554
Focus Partners Advisor Solutions
Missouri
– -$298K -6,158 Closed
FRM
555
Fox Run Management
Connecticut
– -$306K -6,053 Closed
AG
556
Algert Global
California
– -$300K -5,940 Closed
SSA
557
Schonfeld Strategic Advisors
New York
– -$284K -5,623 Closed
JWCA
558
J.W. Cole Advisors
Florida
– -$280K -5,529 Closed
ACP
559
Arcus Capital Partners
Georgia
– -$252K -4,990 Closed
SCM
560
Shelton Capital Management
Colorado
– -$240K -4,748 Closed
BJL
561
Brighton Jones LLC
Washington
– -$237K -4,685 Closed
PCM
562
Prelude Capital Management
New York
– -$235K -4,656 Closed
NI
563
NDVR Inc
Massachusetts
– -$232K -4,593 Closed
IB
564
Intrust Bank
Kansas
– -$231K -4,565 Closed
FTWA
565
Fifth Third Wealth Advisors
Ohio
– -$224K -4,432 Closed
CCM
566
Coldstream Capital Management
Washington
– -$223K -4,408 Closed
CIBC Asset Management
567
CIBC Asset Management
Ontario, Canada
– -$221K -4,364 Closed
IFWM
568
Institute for Wealth Management
Colorado
– -$212K -4,195 Closed
BC
569
Barnett & Company
Tennessee
– -$208K -4,120 Closed
TWM
570
Thrive Wealth Management
Pennsylvania
– -$207K -4,092 Closed
CFA
571
Cahill Financial Advisors
Minnesota
– -$206K -4,075 Closed
WW
572
Westshore Wealth
California
– -$205K -4,060 Closed
OR
573
Olympiad Research
Connecticut
– -$203K -4,018 Closed
PCA
574
Pallas Capital Advisors
Massachusetts
– -$203K -4,007 Closed
CG
575
Caprock Group
Idaho
– -$202K -4,005 Closed