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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
JAM
26
Jupiter Asset Management
United Kingdom
$13M +$650K +8,500 +5%
PFC
27
Phocas Financial Corp
California
$12.9M +$1.84K +24 +0%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$12.7M +$262K +3,423 +2%
SWM
29
Shepherd Wealth Management
Ohio
$11.8M +$1.18M +15,485 New
Goldman Sachs
30
Goldman Sachs
New York
$11.8M -$2.45M -31,991 -18%
Principal Financial Group
31
Principal Financial Group
Iowa
$11.5M +$2.01M +26,313 +22%
MAP
32
Moody Aldrich Partners
Massachusetts
$10.6M -$157K -2,048 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$10M +$9.72M +126,987 New
ACA
34
Aptus Capital Advisors
Alabama
$9.77M +$840K +10,979 +10%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$9.57M -$1.55M -20,200 -14%
AG
36
Algert Global
California
$9.02M +$874K +11,415 +11%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$8.74M +$2.2M +28,779 +37%
CA
38
CSM Advisors
Pennsylvania
$8.46M +$8.18M +106,955 New
KCM
39
Kennedy Capital Management
Missouri
$7.73M -$207K -2,704 -3%
First Trust Advisors
40
First Trust Advisors
Illinois
$7.52M +$3.4M +44,413 +88%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.47M -$1.57M -20,561 -18%
IIM
42
INTECH Investment Management
Florida
$7.43M +$3.03M +39,577 +73%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$7.19M -$329K -4,305 -5%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$6.52M -$3.07M -40,075 -33%
PCMC
45
Paragon Capital Management (Colorado)
Colorado
$6.49M
Bank of America
46
Bank of America
North Carolina
$5.62M +$1.36M +17,817 +33%
Prudential Financial
47
Prudential Financial
New Jersey
$5.48M -$384K -5,020 -7%
Legal & General Group
48
Legal & General Group
United Kingdom
$5.42M +$148K +1,938 +3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.23M -$102K -1,337 -2%
BCM
50
Bridgeway Capital Management
Texas
$5.1M -$612K -8,000 -11%