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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$55K
HWMA
102
Heritage Wealth Management (Arizona)
Arizona
$52K +$24K +534 +72%
AIP
103
Ameritas Investment Partners
Nebraska
$51K
Citigroup
104
Citigroup
New York
$47K -$990 -22 -2%
Federated Hermes
105
Federated Hermes
Pennsylvania
$41K -$45 -1 -0.1%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$41K +$7.11K +158 +19%
LFG
107
Larson Financial Group
Missouri
$38K
UBS Group
108
UBS Group
Switzerland
$36K -$197K -4,376 -83%
AS
109
Altshuler Shaham
Israel
$35K +$39.2K +871 New
Canada Life
110
Canada Life
Manitoba, Canada
$33K
HNB
111
Huntington National Bank
Ohio
$31K -$5.36K -119 -13%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$30K -$90 -2 -0.3%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$28K +$31K +688 New
CCM
114
Copeland Capital Management
Pennsylvania
$25K +$315 +7 +1%
AF
115
Advisornet Financial
Minnesota
$23K
FHA
116
First Horizon Advisors
Tennessee
$23K
ST
117
Sageworth Trust
Pennsylvania
$21K
TIS
118
Tortoise Index Solutions
Kansas
$20K +$21.9K +487 New
LWM
119
Liberty Wealth Management
California
$6K +$225 +5 +4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$5K -$1.98K -44 -25%
HFA
121
HC Financial Advisors
California
$5K
KFP
122
KB Financial Partners
New Jersey
$4K -$1.3K -29 -25%
EW
123
Evoke Wealth
California
$4K
IPW
124
IronBridge Private Wealth
Texas
$4K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.15K +70 New