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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.21M -$6.67K -262 -0.1%
Charles Schwab
27
Charles Schwab
California
$5.15M +$637K +25,054 +16%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.76M +$1.55M +60,800 +56%
ECM
29
Elgethun Capital Management
South Dakota
$4.62M +$88.7K +3,485 +2%
Ameriprise
30
Ameriprise
Minnesota
$4.28M -$41K -1,610 -1%
RHCA
31
Rosenthal Henry Capital Advisors
Indiana
$3.93M
BCM
32
Bridgeway Capital Management
Texas
$3.92M
Morgan Stanley
33
Morgan Stanley
New York
$3.66M +$2.5M +98,338 +305%
First Trust Advisors
34
First Trust Advisors
Illinois
$3.56M +$2.37M +93,023 +275%
OCM
35
Osterweis Capital Management
California
$3.54M +$3.21M +126,370 New
Bank of America
36
Bank of America
North Carolina
$3.48M +$1.33M +52,115 +72%
SPC
37
Sigma Planning Corp
Michigan
$3.33M +$1.75K +69 +0.1%
EVM
38
Eaton Vance Management
Massachusetts
$3.24M
Millennium Management
39
Millennium Management
New York
$2.86M -$3.46M -135,961 -57%
MS
40
Marshall & Sullivan
Washington
$2.71M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.56M +$345K +13,554 +17%
Invesco
42
Invesco
Georgia
$2.52M -$299K -11,757 -12%
Wells Fargo
43
Wells Fargo
California
$2.42M -$6.65M -261,496 -75%
QI
44
QS Investors
New York
$2.25M -$35.9K -1,413 -2%
SFA
45
Sequoia Financial Advisors
Ohio
$2.17M -$606K -23,823 -24%
PC
46
PA Capital
Virginia
$1.94M +$188K +7,405 +12%
Legal & General Group
47
Legal & General Group
United Kingdom
$1.88M +$35.7K +1,402 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.88M +$425K +16,713 +33%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.85M +$399K +15,700 +31%
IA
50
IndexIQ Advisors
New York
$1.81M -$394K -15,482 -19%