We are live on ! Find out more
HRB icon

H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
201
Aviance Capital Partners
Florida
$733K -$157K -6,485 -17%
Creative Planning
202
Creative Planning
Kansas
$723K +$121K +5,009 +19%
II
203
Inspire Investing
Idaho
$723K +$744K +30,693 New
OAM
204
Occidental Asset Management
California
$721K +$43K +1,773 +6%
ACP
205
Ashfield Capital Partners
California
$707K
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$705K
CFA
207
Camarda Financial Advisors
Florida
$700K +$721K +29,708 New
Federated Hermes
208
Federated Hermes
Pennsylvania
$697K -$63.4K -2,612 -8%
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$687K +$176K +7,275 +33%
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$686K -$7.25K -299 -1%
DA
211
Duality Advisers
Florida
$684K +$704K +29,038 New
Osaic Holdings
212
Osaic Holdings
Arizona
$679K -$1.41M -58,073 -67%
PHK
213
Point72 Hong Kong
Hong Kong
$674K +$573K +23,606 +471%
TRSOTSOK
214
Teachers Retirement System of the State of Kentucky
Kentucky
$664K
Millennium Management
215
Millennium Management
New York
$661K -$1.21M -49,702 -64%
CIC
216
Crawford Investment Counsel
Georgia
$639K
Wealthfront Advisers
217
Wealthfront Advisers
California
$622K -$17.9K -739 -3%
ACM
218
AlphaCrest Capital Management
New York
$613K -$2.28M -93,860 -78%
EHAM
219
Eagle Harbor Asset Management
Washington
$604K +$608K +25,052 New
SOADOR
220
State of Alaska Department of Revenue
Alaska
$598K -$46K -1,895 -7%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$598K +$172K +7,111 +39%
TCMG
222
TSP Capital Management Group
New Jersey
$589K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$585K -$49.1K -2,026 -8%
CAM
224
ClariVest Asset Management
California
$578K
US Bancorp
225
US Bancorp
Minnesota
$568K -$50.1K -2,064 -8%