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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Ancora Advisors
Ohio
$10.8K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$8.75K +$4.78K +100 +98%
LC
128
Lindbrook Capital
California
$7.54K -$956 -20 -10%
C
129
Covestor
United Kingdom
$6K +$287 +6 +5%
ST
130
Sageworth Trust
Pennsylvania
$5.2K – – –
WWP
131
WR Wealth Planners
Missouri
$4.46K +$48 +1 +1%
PTC
132
Private Trust Company
Ohio
$3.85K – – –
MRCM
133
M&R Capital Management
New Jersey
$3.83K +$2.72K +57 +184%
IA
134
IFP Advisors
Florida
$3.76K – – –
VFA
135
Values First Advisors
Tennessee
$3.21K +$3.54K +74 New
AF
136
Allworth Financial
California
$2.64K – – –
BWA
137
BDO Wealth Advisors
Florida
$2.29K – – –
PA
138
Parallel Advisors
California
$1.91K – – –
BAM
139
Belpointe Asset Management
Nevada
$1.43K +$764 +16 +94%
CFGS
140
Concourse Financial Group Securities
Alabama
$1.08K – – –
HNB
141
Huntington National Bank
Ohio
$1.04K +$812 +17 +243%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CIC
143
Crawford Investment Counsel
Georgia
– -$3.79M -82,679 Closed
CIC
144
Cornercap Investment Counsel
Georgia
– -$450K -9,828 Closed
HSBC Holdings
145
HSBC Holdings
United Kingdom
– -$340K -7,462 Closed
JCM
146
Jag Capital Management
Missouri
– -$200K -4,374 Closed
LAM
147
Lakewood Asset Management
Illinois
– -$115K -2,503 Closed
CS
148
Comerica Securities
Michigan
– -$8.84K -193 Closed
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
– +$478 +10 New