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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.07M -$22.3K -448 -2%
VI
202
Vestcor Inc
New Brunswick, Canada
$1.04M
KIG
203
Kessler Investment Group
Indiana
$1.03M +$945K +18,984 New
X
204
Xponance
Pennsylvania
$1.02M -$468K -9,396 -33%
ET
205
Entropy Technologies
New York
$1.02M +$934K +18,755 New
VWM
206
VCI Wealth Management
Missouri
$1.02M +$297K +5,972 +47%
IFS
207
Ifrah Financial Services
Arkansas
$1.01M -$96.6K -1,941 -9%
KBC Group
208
KBC Group
Belgium
$1.01M +$770K +15,459 +495%
GS
209
GTS Securities
Florida
$998K +$916K +18,405 New
SA
210
Sanctuary Advisors
Indiana
$988K +$1.06M +21,249 New
CAM
211
Cresset Asset Management
Illinois
$986K +$239K +4,806 +36%
I
212
INVST
Indiana
$986K +$49.7K +998 +6%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$980K +$86.1K +1,730 +11%
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$976K
TWD
215
True Wealth Design
Ohio
$974K -$6.37K -128 -0.7%
AG
216
Ascent Group
Virginia
$969K -$28.6K -574 -3%
VA
217
Vident Advisory
Georgia
$958K +$286K +5,740 +48%
MCA
218
MSH Capital Advisors
Arizona
$951K +$22.4K +449 +3%
CCM
219
Carlson Capital Management
Minnesota
$944K
Federated Hermes
220
Federated Hermes
Pennsylvania
$939K -$59K -1,185 -6%
Pictet Asset Management
221
Pictet Asset Management
Switzerland
$925K -$11.1K -222 -1%
CL
222
Choreo LLC
Illinois
$916K +$405K +8,134 +95%
NYLIM
223
New York Life Investment Management
New York
$913K +$47.7K +958 +6%
MML Investors Services
224
MML Investors Services
Massachusetts
$907K -$29K -582 -3%
RT
225
Rockland Trust
Massachusetts
$904K