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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
Sutton Wealth Advisors
Florida
$26.2K
FHA
227
First Horizon Advisors
Tennessee
$25K +$53 +1 +0.2%
RWA
228
Ropes Wealth Advisors
Massachusetts
$20K
BL
229
Balentine LLC
Georgia
$19K +$18K +340 New
AP
230
Advisors Preferred
Maryland
$17K -$64.3K -1,214 -81%
SWM
231
SeaCrest Wealth Management
New York
$17K +$15.7K +296 New
Lazard Asset Management
232
Lazard Asset Management
New York
$17K +$16K +302 New
WIM
233
Westside Investment Management
California
$15.7K
CA
234
Calton & Associates
Florida
$12K +$10.9K +206 New
PHK
235
Point72 Hong Kong
Hong Kong
$11K +$10.5K +198 New
SIC
236
Salem Investment Counselors
North Carolina
$10K
PCM
237
Prelude Capital Management
New York
$9K -$225K -4,248 -97%
AssetMark Inc
238
AssetMark Inc
California
$9K +$8.47K +160 New
PCG
239
Private Capital Group
Connecticut
$9K +$316K +5,968 New
GFP
240
Gryphon Financial Partners
Ohio
$8K +$7.52K +142 New
US Bancorp
241
US Bancorp
Minnesota
$7K
GAM
242
Gemmer Asset Management
California
$6K
TL
243
TrueWealth LLC
Georgia
$6K +$5.08K +96 New
GT
244
Glenmede Trust
Pennsylvania
$5K -$260K -4,916 -98%
IA
245
IFP Advisors
Florida
$4K
FMA
246
FNY Managed Accounts
New York
$1K -$1.14M -21,462 -100%
CAM
247
ClariVest Asset Management
California
$1K -$106 -2 -17%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$1K
FGC
249
Financial Gravity Companies
Texas
$1K +$1.06K +20 New
ARTA
250
A.R.T. Advisors
New York
-$2.79M -63,522 Closed