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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
226
Caitong International Asset Management
Hong Kong
$9.64K +$9.98K +131 New
Bessemer Group
227
Bessemer Group
New Jersey
$8K +$4.72K +62 +155%
LI
228
LRI Investments
Florida
$6.07K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$6.03K – – –
UB
230
UMB Bank
Missouri
$5.08K – – –
BIA
231
Bell Investment Advisors
California
$4.42K – – –
FFO
232
Fortitude Family Office
Arizona
$4.19K – – –
BWL
233
Bogart Wealth LLC
Virginia
$4.12K +$4.27K +56 New
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$4.05K +$4.19K +55 New
BTI
235
Blue Trust Inc
Georgia
$3.46K – – –
PA
236
Parallel Advisors
California
$3.31K +$3.43K +45 New
AssetMark Inc
237
AssetMark Inc
California
$3.16K +$3.28K +43 New
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$1.91K – – –
Jones Financial Companies
239
Jones Financial Companies
Missouri
$1.84K – – –
QCG
240
Quadrant Capital Group
Ohio
$1.69K – – –
PS
241
Principal Securities
Iowa
$1.54K – – –
RIL
242
Rothschild Investment LLC
Illinois
$1.47K – – –
CWP
243
Concord Wealth Partners
Virginia
$1.25K – – –
EWA
244
EverSource Wealth Advisors
Alabama
$809 +$838 +11 New
GRP
245
Global Retirement Partners
California
$294 -$3.12K -41 -91%
IA
246
IFP Advisors
Florida
$221 – – –
PFBT
247
Parkside Financial Bank & Trust
Missouri
$221 – – –
LFG
248
Larson Financial Group
Missouri
$147 – – –
HNB
249
Huntington National Bank
Ohio
$74 – – –
PCM
250
Philosophy Capital Management
California
– -$15.5M -234,606 Closed