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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$258K +$250K +3,264 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$258K +$14K +183 +6%
Koshinski Asset Management
203
Koshinski Asset Management
Illinois
$258K +$250K +3,261 New
AI
204
Atria Investments
North Carolina
$252K +$4.97K +65 +2%
Squarepoint
205
Squarepoint
New York
$250K -$149K -1,943 -38%
I
206
InceptionR
California
$249K +$241K +3,151 New
MOACM
207
Mutual of America Capital Management
New York
$239K -$34.2K -447 -13%
LJAC
208
L.J. Altfest & Co
New York
$238K
HSBC Holdings
209
HSBC Holdings
United Kingdom
$237K -$3.72M -48,595 -94%
CC
210
Corton Capital
Ontario, Canada
$232K +$224K +2,929 New
CWM
211
CIBC World Markets
New York
$229K -$189K -2,467 -46%
P
212
&Partners
Tennessee
$226K +$219K +2,859 New
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$223K +$215K +2,815 New
PA
214
Profund Advisors
Maryland
$210K +$203K +2,653 New
MGIA
215
Matthew Goff Investment Advisor
Texas
$205K +$21.3K +278 New
Neuberger Berman Group
216
Neuberger Berman Group
New York
$203K +$197K +2,571 New
SDIC
217
South Dakota Investment Council
South Dakota
$198K
AIP
218
Ameritas Investment Partners
Nebraska
$190K -$7.8K -102 -4%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$174K +$13K +170 +8%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$163K -$3.6K -47 -2%
FDP
221
Financiere des Professionnels
Quebec, Canada
$155K +$150K +1,955 New
VI
222
Vestcor Inc
New Brunswick, Canada
$134K
CSB
223
City State Bank
Iowa
$132K
SAM
224
Shell Asset Management
Netherlands
$121K -$12.5K -163 -10%
BBHC
225
Brown Brothers Harriman & Co
New York
$109K