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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$24K +$25.4K +662 New
FHA
102
First Horizon Advisors
Tennessee
$23.2K
CCM
103
Copeland Capital Management
Pennsylvania
$22.3K +$192 +5 +0.8%
AA
104
Ancora Advisors
Ohio
$9.31K
PA
105
Parallel Advisors
California
$8.53K +$7.16K +187 +445%
AF
106
Advisornet Financial
Minnesota
$7.45K -$15.3K -400 -67%
SCA
107
Stonebridge Capital Advisors
Minnesota
$7.45K -$15.3K -400 -67%
C
108
Covestor
United Kingdom
$6K +$1.15K +30 +23%
NA
109
NewEdge Advisors
Louisiana
$5.4K
WWP
110
WR Wealth Planners
Missouri
$3.9K +$38 +1 +1%
PFA
111
Pathway Financial Advisers
Indiana
$3.84K +$3.94K +103 New
PTC
112
Private Trust Company
Ohio
$3.76K
MRCM
113
M&R Capital Management
New Jersey
$3.71K +$38 +1 +1%
PP
114
Pacifica Partners
Canada
$3.7K +$3.83K +100 New
Creative Planning
115
Creative Planning
Kansas
$3.61K +$3.72K +97 New
Russell Investments Group
116
Russell Investments Group
United Kingdom
$3.35K +$2.18K +57 +173%
GA
117
GoalVest Advisory
New York
$3.09K +$153 +4 +5%
QCG
118
Quadrant Capital Group
Ohio
$3.02K
AF
119
Allworth Financial
California
$2.27K
IA
120
IFP Advisors
Florida
$2.23K
S
121
SignatureFD
Georgia
$1.16K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1K +$345 +9 +41%
LC
123
Lindbrook Capital
California
$782 -$575 -15 -42%
SPIA
124
Steward Partners Investment Advisory
New York
$75
HNB
125
Huntington National Bank
Ohio
$37 -$1.65K -43 -98%