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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
Dundas Partners
United Kingdom
$184K
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$183K +$892 +9 +0.5%
UBS Group
228
UBS Group
Switzerland
$159K -$48.8K -493 -24%
FPS
229
Fieldpoint Private Securities
Connecticut
$154K -$2.77K -28 -2%
AssetMark Inc
230
AssetMark Inc
California
$147K +$94.3K +952 +182%
BAM
231
Belpointe Asset Management
Nevada
$133K -$12.5K -126 -9%
FHA
232
First Horizon Advisors
Tennessee
$128K +$124K +1,248 +2,600%
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$110K -$3.37K -34 -3%
CFB
234
Cullen/Frost Bankers
Texas
$110K
CFGS
235
Concourse Financial Group Securities
Alabama
$78K -$6.34K -64 -8%
CI Investments Inc
236
CI Investments Inc
Ontario, Canada
$75K -$39K -394 -34%
UB
237
UMB Bank
Missouri
$63K
IA
238
IFP Advisors
Florida
$50K
ACM
239
Aquatic Capital Management
Illinois
$40K +$39.6K +400 New
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$36K -$2.18K -22 -6%
RMC
241
Resources Management Corp
Connecticut
$35K
CAL
242
Capital Analysts LLC
Pennsylvania
$34K +$33.5K +338 New
VVP
243
Venture Visionary Partners
Ohio
$31.9K +$31.7K +320 New
CCM
244
Chilton Capital Management
Texas
$27K +$26.7K +270 New
Nomura Asset Management
245
Nomura Asset Management
Japan
$24K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$20K +$3.96K +40 +25%
Group One Trading
247
Group One Trading
Illinois
$20K +$19.8K +200 New
APA
248
American Portfolios Advisors
New York
$19.6K -$17.1K -173 -47%
SIC
249
Salem Investment Counselors
North Carolina
$17K
CA
250
Crewe Advisors
Utah
$17K +$16.9K +171 New