Institutional Owners for HRB
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALPHA OMEGA WEALTH MANAGEMENT LLC | COM | 601 | $250,988 | 5,111 | 0.00 | 0.00 | -77 | -1.48 | 03-31-2024 |
| WASHINGTON TRUST CO | COM | 602 | $250,461 | 5,100 | 0.00 | 0.00 | -215 | -4.05 | 03-31-2024 |
| AFFINITY CAPITAL ADVISORS LLC | COM | 603 | $248,251 | 5,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WOODMONT INVESTMENT COUNSEL LLC | COM | 604 | $247,662 | 5,043 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
