We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
– -$222K -4,044 Closed
PI
602
PFG Investments
New York
– -$222K -4,039 Closed
ACM
603
AlphaStar Capital Management
North Carolina
– -$217K -3,945 Closed
BCM
604
Brown Capital Management
Maryland
– -$215K -3,915 Closed
CAG
605
Csenge Advisory Group
Florida
– -$219K -3,854 Closed
NLP
606
Next Level Private
New York
– -$210K -3,832 Closed
EBA
607
Eagle Bay Advisors
New York
– -$209K -3,779 Closed
KeyBank National Association
608
KeyBank National Association
Ohio
– -$202K -3,685 Closed
PAG
609
Paladin Advisory Group
Iowa
– -$197K -3,584 Closed
FDP
610
Financiere des Professionnels
Quebec, Canada
– -$162K -2,955 Closed
SSG
611
Summit Securities Group
New York
– -$129K -2,358 Closed
GIM
612
Glenmede Investment Management
Pennsylvania
– -$97.1K -1,769 Closed
WSFS
613
Wilmington Savings Fund Society
Delaware
– -$84.3K -1,536 Closed
BIG
614
Brooklyn Investment Group
New York
– -$69K -1,257 Closed
VNA
615
Valley National Advisers
Pennsylvania
– -$43K -800 Closed
AIP
616
Arrowpoint Investment Partners
Singapore
– -$36.1K -657 Closed
WA
617
Whipplewood Advisors
Colorado
– -$19.4K -354 Closed
HIM
618
Hillsdale Investment Management
Ontario, Canada
– -$16.5K -300 Closed
CIAM
619
Caitong International Asset Management
Hong Kong
– -$16.3K -297 Closed
WTFG
620
Wood Tarver Financial Group
Idaho
– -$13K -241 Closed
GC
621
Garde Capital
Washington
– -$8.78K -160 Closed
SC
622
Stephens Consulting
Michigan
– -$6.48K -118 Closed
PSFG
623
Park Square Financial Group
Georgia
– -$5.71K -104 Closed
PW
624
Pandora Wealth
Illinois
– -$5.27K -96 Closed
TPWA
625
Twin Peaks Wealth Advisors
California
– -$2.99K -58 Closed