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Insight Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$30.7K – – –
NFG
202
Next Financial Group
Texas
$27K +$26.3K +500 New
JA
203
JOYN Advisors
Georgia
$22K – – –
RFA
204
Reilly Financial Advisors
California
$20K – – –
PCM
205
Prelude Capital Management
New York
$14K +$13.7K +260 New
US Bancorp
206
US Bancorp
Minnesota
$12K – – –
PCG
207
Private Capital Group
Connecticut
$10K – – –
CWA
208
Clarus Wealth Advisors
Arizona
$8K – – –
GAM
209
Gemmer Asset Management
California
$8K – – –
APP
210
Avantax Planning Partners
Iowa
$7K +$6.73K +128 New
QCG
211
Quadrant Capital Group
Ohio
$6K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
ASN
213
Advisory Services Network
Georgia
$5K +$5.26K +100 New
IA
214
IFP Advisors
Florida
$4K – – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$2K -$3.58K -68 -57%
FGAM
216
Financial Gravity Asset Management
Texas
$2K +$421 +8 +21%
CAG
217
Csenge Advisory Group
Florida
$1K +$1.95K +37 New
GC
218
Gratia Capital
California
– -$4.62M -94,361 Closed
HSBC Holdings
219
HSBC Holdings
United Kingdom
– -$2.81M -57,384 Closed
AF
220
Aristotle Fund
Maine
– -$2.64M -54,000 Closed
MWNA
221
Marshall Wace North America
New York
– -$2.42M -49,540 Closed
IA
222
Icon Advisers
Colorado
– -$1.76M -36,000 Closed
EGM
223
Engineers Gate Manager
New York
– -$1.22M -25,003 Closed
TCM
224
Teza Capital Management
Illinois
– -$1M -20,518 Closed
DTL
225
Dynamic Technology Lab
Singapore
– -$500K -10,227 Closed