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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$122K
FPS
227
Fieldpoint Private Securities
Connecticut
$119K
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$118K +$3.08K +30 +3%
RIM
229
Rockbridge Investment Management
New York
$107K
KBC Group
230
KBC Group
Belgium
$83K
HI
231
Harbour Investments
Wisconsin
$73K -$35.6K -347 -35%
JWA
232
JFS Wealth Advisors
Pennsylvania
$69K +$64.4K +627 New
Lazard Asset Management
233
Lazard Asset Management
New York
$67K -$5.55K -54 -8%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$51K +$42.4K +413 +860%
JCM
235
Jacobi Capital Management
Pennsylvania
$44K
RMC
236
Resources Management Corp
Connecticut
$39K
APA
237
American Portfolios Advisors
New York
$39K -$616 -6 -2%
FHA
238
First Horizon Advisors
Tennessee
$38K
POIA
239
Pin Oak Investment Advisors
Texas
$34K
BAM
240
Barrett Asset Management
New York
$30K
FCMT
241
Founders Capital Management (Texas)
Texas
$30K
NFG
242
Next Financial Group
Texas
$30K
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$27K -$226K -2,196 -90%
ST
244
Sageworth Trust
Pennsylvania
$20K
CMF
245
Counterpoint Mutual Funds
California
$20K +$18.9K +184 New
SIC
246
Salem Investment Counselors
North Carolina
$19K
CFA
247
Carroll Financial Associates
North Carolina
$14K -$218K -2,126 -94%
S
248
SignatureFD
Georgia
$13K
PA
249
PSI Advisors
Florida
$10K +$8.94K +87 New
AA
250
Ancora Advisors
Ohio
$8K +$7.19K +70 New