WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CASS — Cass Information Systems Inc
CIK 1632972
PLYMOUTH, MN
Position in CASS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$278,718
New position
Shares Held
5,431
first reported quarter
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 25 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 6%
Shared 0%
None 94%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,624,246 across 20 Specialty Business Services names. CASS ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
56,354 | $9,584,688 | |
| 2 | ARMK |
Aramark
|
151,853 | $8,640,435 | |
| 3 | CPRT |
Copart Inc
|
181,302 | $5,110,903 | |
| 4 | CBZ |
CBIZ, Inc.
|
116,044 | $3,722,691 | |
| 5 | RTO |
Rentokil Initial PLC /Fi
|
112,301 | $3,212,931 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
33,326 | $2,721,734 | |
| 7 | GPN |
Global Payments Inc
|
32,619 | $2,366,834 | |
| 8 | CMPR |
CIMPRESS plc
|
16,765 | $1,705,000 |
All Filings in CASS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,718 | 5,431 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||