AdvisorNet Financial, Inc

Position in CASS — Cass Information Systems Inc

CIK 1409362 MINNETONKA, MN

Position in CASS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$43,622

+$34,107 QoQ

Shares Held

850

+286.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#130

of 169 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

AdvisorNet Financial, Inc holds $525,548 across 10 Specialty Business Services names. CASS ranks #2 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	2,629	$447,140
2	CASS	Cass Information Systems Inc This page	850	$43,622
3	DLB	Dolby Laboratories, Inc.	342	$17,982
4	ULS	UL Solutions Inc.	91	$9,269
5	AMTM	Amentum Holdings, Inc.	243	$5,022
6	RBA	Rb Global Inc.	12	$1,397
7	CPRT	Copart Inc	24	$676
8	ARMK	Aramark	5	$284

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,622	850	+286.4%	Shares	Sole	2026-07-23
2025-03-31	$9,515	220	-47.0%	Shares	Sole	2025-04-07
2024-06-30	$16,629	415	+176.7%	Shares	Sole	2024-07-16
2024-03-31	$7,225	150	-25.0%	Shares	Sole	2024-04-12
2023-09-30	$7,450	200	-66.7%	Shares	Sole	2023-10-12
2023-06-30	$23,268	600	+100.0%	Shares	Sole	2023-07-14
2023-03-31	$12,993	300	0.0%	Shares	Sole	2023-04-28
2022-12-31	$13,746	300	-47.6%	Shares	Sole	2023-01-13
2021-06-30	$23,309	572	0.0%	Shares	Sole	2021-07-06
2021-03-31	$26,466	572	0.0%	Shares	Sole	2021-04-14
2020-12-31	$22,256	572	0.0%	Shares	Sole	2021-02-04
2020-09-30	$23,017	572	-14.9%	Shares	Sole	2020-11-06
2020-06-30	$26,228	672	0.0%	Shares	Sole	2020-08-26
2020-03-31	$23,627	672	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.