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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
101
Lazard Asset Management
New York
$24K +$26K +725 New
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$23.9K
TRCT
103
Tower Research Capital (TRC)
New York
$23K -$78.4K -2,183 -76%
UBS Group
104
UBS Group
Switzerland
$22K -$539 -15 -2%
CCM
105
Copeland Capital Management
Pennsylvania
$22K +$646 +18 +3%
FHA
106
First Horizon Advisors
Tennessee
$22K +$23.4K +651 New
UB
107
UMB Bank
Missouri
$21K +$2.12K +59 +10%
TIS
108
Tortoise Index Solutions
Kansas
$18K +$826 +23 +5%
AF
109
Allworth Financial
California
$18K +$18.8K +523 New
Federated Hermes
110
Federated Hermes
Pennsylvania
$8K -$7.15K -199 -45%
AA
111
Ancora Advisors
Ohio
$8K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$8K +$3.59K +100 +74%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$4K -$27.9K -776 -87%
C
114
Covestor
United Kingdom
$4K -$8.33K -232 -64%
IA
115
IFP Advisors
Florida
$4K
ST
116
Sageworth Trust
Pennsylvania
$4K
MAM
117
Meeder Asset Management
Ohio
$4K +$4.02K +112 New
PTC
118
Private Trust Company
Ohio
$3K +$3.2K +89 New
STCOSD
119
Sageworth Trust Company of South Dakota
South Dakota
$2K -$3.41K -95 -57%
BWA
120
BDO Wealth Advisors
Florida
$2K +$36 +1 +2%
BC
121
Bartlett & Co
Ohio
$2K +$1.76K +49 New
BCWM
122
Bartlett & Co Wealth Management
Ohio
$1.66K +$1.76K +49 New
KFP
123
KB Financial Partners
New Jersey
$1K -$2.37K -66 -74%
PA
124
Parallel Advisors
California
$1K
PCG
125
Private Capital Group
Connecticut
$1K