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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$7.81K +$6.18K +81 +312%
UB
227
UMB Bank
Missouri
$6.42K +$1.45K +19 +28%
LI
228
LRI Investments
Florida
$6.02K
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$5.98K
SW
230
SVB Wealth
Massachusetts
$5.11K +$5.34K +70 New
BIA
231
Bell Investment Advisors
California
$4.38K
FFO
232
Fortitude Family Office
Arizona
$4.16K
CFD
233
Creative Financial Designs
Indiana
$3.87K +$4.04K +53 New
TPCW
234
TD Private Client Wealth
New York
$3.5K +$3.66K +48 New
BTI
235
Blue Trust Inc
Georgia
$3.43K
Jones Financial Companies
236
Jones Financial Companies
Missouri
$3.35K +$1.6K +21 +84%
AssetMark Inc
237
AssetMark Inc
California
$3.14K
Bessemer Group
238
Bessemer Group
New Jersey
$3K -$4.27K -56 -55%
CT
239
Colonial Trust
South Carolina
$2.7K +$2.82K +37 New
RIL
240
Rothschild Investment LLC
Illinois
$2.55K +$1.14K +15 +75%
BIG
241
Brooklyn Investment Group
New York
$2.04K +$2.14K +28 New
BWL
242
Bogart Wealth LLC
Virginia
$1.97K -$2.21K -29 -52%
QCG
243
Quadrant Capital Group
Ohio
$1.68K
PS
244
Principal Securities
Iowa
$1.54K
CFB
245
Cullen/Frost Bankers
Texas
$1.31K +$1.37K +18 New
TWD
246
True Wealth Design
Ohio
$1.24K +$1.3K +17 New
CIAM
247
Caitong International Asset Management
Hong Kong
$875 -$9.08K -119 -91%
SS
248
SBI Securities
Japan
$292 +$305 +4 New
IA
249
IFP Advisors
Florida
$219
PFBT
250
Parkside Financial Bank & Trust
Missouri
$219