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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Synovus Financial
Georgia
$47K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$47K +$47.4K +926 +1,362%
HNB
103
Huntington National Bank
Ohio
$42K -$461 -9 -1%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$39K
AG
105
Advisor Group
Arizona
$37K -$18.9K -370 -32%
AF
106
Advisornet Financial
Minnesota
$32K
IWA
107
Intercontinental Wealth Advisors
Texas
$28K
Federated Hermes
108
Federated Hermes
Pennsylvania
$24K +$7.47K +146 +40%
CCM
109
Copeland Capital Management
Pennsylvania
$16K
PA
110
Parallel Advisors
California
$16K
ASN
111
Advisory Services Network
Georgia
$14K +$15.4K +301 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$12K -$7.71M -150,518 -100%
QCG
113
Quadrant Capital Group
Ohio
$10K
RFC
114
Regions Financial Corp
Alabama
$10K
PI
115
PEAK6 Investments
Illinois
$10K +$10.5K +206 New
HGWM
116
Harvest Group Wealth Management
Massachusetts
$9K +$9.52K +186 New
QT
117
Quantamental Technologies
New York
$9K +$9.63K +188 New
TIS
118
Tortoise Index Solutions
Kansas
$9K +$9.83K +192 New
FHA
119
First Horizon Advisors
Tennessee
$6K +$51 +1 +0.8%
PCM
120
Prelude Capital Management
New York
$5K -$307 -6 -6%
OIA
121
Optimum Investment Advisors
Illinois
$5K
TL
122
TrueWealth LLC
Georgia
$3K
PFBT
123
Parkside Financial Bank & Trust
Missouri
$2K
PCP
124
Proficio Capital Partners
Massachusetts
$2K +$1.79K +35 New
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$259K -4,900 Closed