We are live on ! Find out more
HRB icon

H&R Block
HRB

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
601
OneDigital Investment Advisors
Kansas
– -$236K -4,469 Closed
BFG
602
Bleakley Financial Group
New Jersey
– -$228K -4,323 Closed
SCM
603
Stevens Capital Management
Pennsylvania
– -$214K -4,045 Closed
SAM
604
Strategy Asset Managers
California
– -$204K -3,864 Closed
CRI
605
Colonial River Investments
Virginia
– -$204K -3,860 Closed
EWM
606
Empirical Wealth Management
Washington
– -$204K -3,853 Closed
AWM
607
Axxcess Wealth Management
California
– -$203K -3,846 Closed
PIM
608
Plato Investment Management
Australia
– -$202K -3,814 Closed
MFG
609
Mendota Financial Group
Wisconsin
– -$116K -2,199 Closed
KI
610
Kapitalo Investimentos
Brazil
– -$85.3K -1,614 Closed
GM
611
GeoWealth Management
Illinois
– -$85.2K -1,612 Closed
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
– -$44.3K -838 Closed
VWM
613
Venturi Wealth Management
Texas
– -$35.9K -679 Closed
EPW
614
Endeavor Private Wealth
Kansas
– -$26.6K -500 Closed
LDB
615
Lee, Danner & Bass
Tennessee
– -$21.1K -400 Closed
AWM
616
Avior Wealth Management
Nebraska
– -$19.1K -362 Closed
CAS
617
Coppell Advisory Solutions
Texas
– -$18.4K -353 Closed
LFA
618
LGT Financial Advisors
Texas
– -$8.82K -167 Closed
LFA
619
Legend Financial Advisors
Pennsylvania
– -$6.5K -123 Closed
HCM
620
Hollencrest Capital Management
California
– -$5.87K -111 Closed
CT
621
Colonial Trust
South Carolina
– -$5.5K -104 Closed
LWANC
622
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3.96K -75 Closed
TAM
623
Tucker Asset Management
Colorado
– -$1.43K -27 Closed
BGAI
624
Bruce G. Allen Investments
Colorado
– -$962 -18 Closed
WCM
625
WealthTrak Capital Management
Virginia
– -$265 -5 Closed
22 23 24
25
26