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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Argyle Capital Management
Pennsylvania
$1.01M
LGF
202
LGT Group Foundation
Liechtenstein
$1.01M -$381K -8,150 -26%
AIP
203
Ameritas Investment Partners
Nebraska
$1.01M -$90K -1,926 -8%
HCM
204
Huber Capital Management
California
$1.01M -$4.67K -100 -0.4%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$1M -$537K -11,490 -33%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$990K -$1.52M -32,513 -59%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$980K +$14.4K +309 +1%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$979K -$688K -14,724 -40%
STA
209
Summit Trail Advisors
New York
$939K -$67.7K -1,449 -6%
VI
210
Versor Investments
New York
$876K +$162K +3,464 +21%
Osaic Holdings
211
Osaic Holdings
Arizona
$867K +$26K +557 +3%
NAMI
212
Nomura Asset Management International
Pennsylvania
$867K +$930K +19,900 New
PMAM
213
Picton Mahoney Asset Management
Ontario, Canada
$841K +$17.4K +372 +2%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$815K -$47.9K -1,025 -5%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$810K +$63.1K +1,350 +8%
GCM
216
Gallacher Capital Management
Colorado
$803K -$467K -9,990 -35%
G
217
GenTrust
Florida
$802K +$37.9K +810 +5%
KIG
218
Kessler Investment Group
Indiana
$799K -$234 -5 -0%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$788K -$19.3K -413 -2%
MCA
220
MSH Capital Advisors
Arizona
$770K -$2.52K -54 -0.3%
EI
221
Ethic Inc
New York
$765K -$101K -2,158 -11%
AR
222
Advisory Research
Illinois
$764K +$32.2K +689 +4%
Wealthfront Advisers
223
Wealthfront Advisers
California
$756K -$21.2K -453 -3%
ETC
224
Exchange Traded Concepts
Oklahoma
$749K +$65.6K +1,404 +9%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$749K +$59.4K +1,271 +8%