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Cass Information Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$3.97K +$1.79K +42 +71%
BCM
127
Boreal Capital Management
Florida
$3.93K – – –
Optiver Holding
128
Optiver Holding
Netherlands
$3.85K +$4.18K +98 New
CA
129
Clearstead Advisors
Ohio
$2.56K -$11K -257 -80%
PS
130
Principal Securities
Iowa
$2.52K +$341 +8 +14%
QCG
131
Quadrant Capital Group
Ohio
$2.44K +$2.64K +62 New
PA
132
Parallel Advisors
California
$2.44K – – –
HCA
133
Harbor Capital Advisors
Illinois
$2K – – –
IA
134
IFP Advisors
Florida
$1.61K +$1.36K +32 +356%
TWD
135
True Wealth Design
Ohio
$1.57K +$298 +7 +21%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$1.53K – – –
SAM
137
Smartleaf Asset Management
Massachusetts
$1.07K +$469 +11 +69%
RIL
138
Rothschild Investment LLC
Illinois
$1.02K +$43 +1 +4%
S
139
SignatureFD
Georgia
$1.02K +$1.11K +26 New
LFG
140
Larson Financial Group
Missouri
$433 +$469 +11 New
SWIM
141
Smallwood Wealth Investment Management
New Jersey
$393 – – –
SS
142
Sunbelt Securities
Texas
$315 +$341 +8 New
Boston Partners
143
Boston Partners
Massachusetts
– -$2.91M -66,862 Closed
AR
144
Advisory Research
Illinois
– -$1.67M -38,439 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
– -$705K -16,235 Closed
I
146
InceptionR
California
– -$285K -6,551 Closed
P
147
Pitcairn
Pennsylvania
– -$252K -5,794 Closed
SEI Investments
148
SEI Investments
Pennsylvania
– -$229K -5,276 Closed
IIM
149
INTECH Investment Management
Florida
– -$225K -5,188 Closed
BFG
150
Beacon Financial Group
Texas
– -$221K -5,092 Closed