Institutional Owners for CASS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 1 | $48,718,917 | 1,081,441 | 0.00 | 0.00 | 95,426 | 9.68 | 12-31-2023 |
| BUCKINGHAM STRATEGIC WEALTH LLC | COM | 2 | $38,225,381 | 834,251 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| VANGUARD GROUP INC | COM | 3 | $36,742,240 | 815,588 | 0.00 | 0.00 | 23,415 | 2.96 | 12-31-2023 |
| DIMENSIONAL FUND ADVISORS LP | COM | 4 | $21,170,179 | 469,904 | 0.00 | 0.00 | -4,237 | -0.89 | 12-31-2023 |
