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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
II
226
Inspire Investing
Idaho
$206K -$13.7K -128 -6%
MMA
227
Miracle Mile Advisors
California
$203K +$213K +1,988 New
Baird Financial Group
228
Baird Financial Group
Wisconsin
$201K +$212K +1,977 New
DP
229
Dundas Partners
United Kingdom
$188K
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$188K
UBS Group
231
UBS Group
Switzerland
$142K -$21.2K -197 -12%
BAM
232
Belpointe Asset Management
Nevada
$138K +$2.36K +22 +2%
Macquarie Group
233
Macquarie Group
Australia
$122K -$264K -2,454 -79%
Ohio Public Employees Retirement System (OPERS)
234
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K -$322 -3 -0.3%
CFB
235
Cullen/Frost Bankers
Texas
$112K
SOW
236
State of Wyoming
Wyoming
$76K +$79.6K +741 New
FHA
237
First Horizon Advisors
Tennessee
$75K -$60.1K -560 -43%
CFGS
238
Concourse Financial Group Securities
Alabama
$75K -$5.69K -53 -7%
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$74K -$2.69K -25 -3%
UB
240
UMB Bank
Missouri
$63K -$1.4K -13 -2%
IA
241
IFP Advisors
Florida
$53K +$8.81K +82 +5%
RMC
242
Resources Management Corp
Connecticut
$36K
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$35K -$2.25K -21 -6%
CAL
244
Capital Analysts LLC
Pennsylvania
$35K
WFA
245
Wipfli Financial Advisors
Wisconsin
$30K +$32K +298 New
Mitsubishi UFJ Trust & Banking
246
Mitsubishi UFJ Trust & Banking
Japan
$25K +$26K +242 New
Nomura Asset Management
247
Nomura Asset Management
Japan
$24.5K
TWA
248
TCI Wealth Advisors
Arizona
$21K +$21.8K +203 New
APA
249
American Portfolios Advisors
New York
$20K
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$20K