We are live on ! Find out more
CASS icon

Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$20K +$21.3K +510 New
Federated Hermes
102
Federated Hermes
Pennsylvania
$18K +$501 +12 +3%
PCG
103
Private Capital Group
Connecticut
$15K +$4.21K +101 +35%
TIS
104
Tortoise Index Solutions
Kansas
$13K +$167 +4 +1%
IAIM
105
International Assets Investment Management
Florida
$13K +$13.6K +325 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$9K
LWCFA
107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6.59K +158 New
HFA
108
HC Financial Advisors
California
$5K
IA
109
IFP Advisors
Florida
$5K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$5K
LWM
111
Liberty Wealth Management
California
$5K +$42 +1 +0.7%
EW
112
Evoke Wealth
California
$4K
AWM
113
Accel Wealth Management
Iowa
$4K +$4.17K +100 New
IPW
114
IronBridge Private Wealth
Texas
$4K +$4.51K +108 New
PA
115
Parallel Advisors
California
$2K
PFBT
116
Parkside Financial Bank & Trust
Missouri
$1K -$167 -4 -17%
TPCW
117
TD Private Client Wealth
New York
$428
Two Sigma Advisers
118
Two Sigma Advisers
New York
-$678K -16,849 Closed
Jane Street
119
Jane Street
New York
-$544K -13,509 Closed
Fidelity International
120
Fidelity International
Bermuda
-$466K -11,577 Closed
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
-$286K -7,103 Closed
William Blair & Company
122
William Blair & Company
Illinois
-$248K -6,175 Closed
QI
123
QS Investors
New York
-$214K -5,300 Closed
GT
124
Glenmede Trust
Pennsylvania
-$114K -2,853 Closed
FCA
125
FinTrust Capital Advisors
South Carolina
-$76K -1,900 Closed