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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Martingale Asset Management
Massachusetts
$1.25M -$17.3K -327 -1%
OTL
202
Oak Thistle LLC
New York
$1.24M +$1.3M +24,559 New
CIC
203
Chase Investment Counsel
Virginia
$1.21M
ACM
204
Argyle Capital Management
Pennsylvania
$1.17M
HCM
205
Huber Capital Management
California
$1.17M
VI
206
Vestcor Inc
New Brunswick, Canada
$1.17M +$362K +6,852 +42%
FGP
207
Freestone Grove Partners
California
$1.16M +$1.21M +22,988 New
STA
208
Summit Trail Advisors
New York
$1.16M +$1.21M +22,930 New
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$1.12M -$96.8K -1,832 -8%
SFA
210
Sequoia Financial Advisors
Ohio
$1.05M -$119K -2,244 -10%
CI
211
Ceera Investments
Texas
$1.04M
Macquarie Group
212
Macquarie Group
Australia
$1.01M
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$998K
EI
214
Ethic Inc
New York
$997K -$46.7K -884 -4%
IFU
215
iSAM Funds (UK)
United Kingdom
$978K +$1.02M +19,338 New
Osaic Holdings
216
Osaic Holdings
Arizona
$977K -$80.5K -1,523 -7%
HighTower Advisors
217
HighTower Advisors
Illinois
$965K +$217K +4,109 +27%
CIP
218
Convergence Investment Partners
Florida
$959K +$2.8K +53 +0.3%
PMAM
219
Picton Mahoney Asset Management
Ontario, Canada
$956K +$442K +8,364 +79%
Verition Fund Management
220
Verition Fund Management
Connecticut
$939K -$3.92M -74,174 -80%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$935K -$5.34K -101 -0.5%
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$930K -$44K -832 -4%
KIG
223
Kessler Investment Group
Indiana
$927K +$3.81K +72 +0.4%
IEFM
224
IQ EQ Fund Management
Ireland
$923K -$52.8K -1,000 -5%
NSEDCP
225
NJ State Employees Deferred Compensation Plan
New Jersey
$910K