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Pathward Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$247K -$23K -264 -9%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$233K +$227K +2,609 New
PA
203
Procyon Advisors
Connecticut
$229K +$223K +2,561 New
AC
204
AXQ Capital
New Jersey
$227K +$222K +2,549 New
GS
205
GTS Securities
Florida
$227K +$221K +2,539 New
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$226K +$7.4K +85 +3%
MOACM
207
Mutual of America Capital Management
New York
$222K +$217K +2,491 New
Corient Private Wealth
208
Corient Private Wealth
Florida
$218K +$213K +2,446 New
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$218K +$213K +2,444 New
WS
210
Wedbush Securities
California
$212K +$207K +2,378 New
BIG
211
Brooklyn Investment Group
New York
$211K +$206K +2,363 New
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$208K +$4.88K +56 +2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$206K +$17.4K +200 +9%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$202K +$197K +2,258 New
AIP
215
Ameritas Investment Partners
Nebraska
$165K
SDIC
216
South Dakota Investment Council
South Dakota
$161K
TRCT
217
Tower Research Capital (TRC)
New York
$159K +$16.7K +192 +12%
CSB
218
City State Bank
Iowa
$131K -$17.6K -202 -12%
BBHC
219
Brown Brothers Harriman & Co
New York
$122K
HNB
220
Hilltop National Bank
Wyoming
$111K +$109K +1,247 New
SOW
221
State of Wyoming
Wyoming
$107K -$45.3K -520 -30%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$100K +$23.7K +272 +32%
NAAA
223
New Age Alpha Advisors
New York
$94.7K -$1.74K -20 -2%
Ensign Peak Advisors
224
Ensign Peak Advisors
Utah
$90.8K
KBC Group
225
KBC Group
Belgium
$88K