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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$349K +$63.6K +536 +22%
PI
227
Putnam Investments
Massachusetts
$345K -$10.1K -85 -3%
CGH
228
Crossmark Global Holdings
Texas
$344K -$34.1K -287 -9%
E
229
Ergoteles
New York
$342K -$5.41M -45,596 -94%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$340K +$24.6K +207 +8%
Mariner
231
Mariner
Kansas
$329K -$14.4K -121 -4%
FGP
232
Foyston, Gordon, & Payne
Ontario, Canada
$327K
JMPWA
233
JP Morgan Private Wealth Advisors
California
$325K -$24.5K -206 -7%
HIMC
234
Heritage Investors Management Corp
Maryland
$322K -$48.1K -405 -13%
US Bancorp
235
US Bancorp
Minnesota
$320K -$7.84K -66 -2%
II
236
Inspire Investing
Idaho
$314K -$463K -3,899 -60%
MWPCG
237
Measured Wealth Private Client Group
New Hampshire
$313K -$32.6K -275 -9%
EWA
238
EverSource Wealth Advisors
Alabama
$310K +$307K +2,585 +11,239%
MYIA
239
Mount Yale Investment Advisors
Colorado
$300K +$103K +869 +53%
AC
240
Avestar Capital
New York
$299K -$35K -295 -11%
IWC
241
Integrated Wealth Concepts
Massachusetts
$293K +$293K +2,465 New
PMEF
242
Point72 Middle East FZE
United Arab Emirates
$289K +$168K +1,413 +139%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$286K -$8.19K -69 -3%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$279K +$279K +2,347 New
CCM
245
Coldstream Capital Management
Washington
$260K
CCIA
246
Campbell & Co Investment Adviser
Maryland
$259K -$501K -4,216 -66%
Mitsubishi UFJ Trust & Banking
247
Mitsubishi UFJ Trust & Banking
Japan
$258K -$16K -135 -6%
CANY
248
Caxton Associates (New York)
New York
$256K +$256K +2,156 New
Baird Financial Group
249
Baird Financial Group
Wisconsin
$253K -$3.21K -27 -1%
MLICM
250
Metropolitan Life Insurance Company (MetLife)
New York
$237K +$3.92K +33 +2%