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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EC
201
EntryPoint Capital
New York
$59.4K +$59.7K +1,176 New
CFM
202
Catalyst Funds Management
Australia
$50.5K +$50.8K +1,000 New
KBC Group
203
KBC Group
Belgium
$49K
FCT
204
First Community Trust
Iowa
$45.4K
GC
205
Globeflex Capital
California
$43.6K
Simplex Trading
206
Simplex Trading
Illinois
$41K +$35.7K +704 +597%
HFM
207
Harvest Fund Management
China
$37K -$49.1K -967 -57%
Federated Hermes
208
Federated Hermes
Pennsylvania
$35.2K +$30.6K +602 +634%
ACM
209
Aquatic Capital Management
Illinois
$30.3K -$442K -8,700 -94%
IFAM
210
Institutional & Family Asset Management
Colorado
$22.7K
GI
211
GAMMA Investing
California
$21.2K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$21K +$8.63K +170 +68%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.5K -$451K -8,875 -96%
LFA
214
LGT Financial Advisors
Texas
$14.8K
PC
215
Promethos Capital
Massachusetts
$12.6K
C
216
Covestor
United Kingdom
$12K -$15.8K -312 -56%
AA
217
Ancora Advisors
Ohio
$11.1K
QL
218
Quarry LP
New York
$5.05K +$5.08K +100 New
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$4.14K +$2.39K +47 +134%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3.53K
BIA
221
Bell Investment Advisors
California
$3.03K -$508 -10 -14%
FFO
222
Fortitude Family Office
Arizona
$2.88K +$2.89K +57 New
BTI
223
Blue Trust Inc
Georgia
$2.37K
QCG
224
Quadrant Capital Group
Ohio
$1.16K
PS
225
Principal Securities
Iowa
$1.06K