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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Salem Investment Counselors
North Carolina
$15K
DFCM
252
Dark Forest Capital Management
Puerto Rico
$11K +$11.2K +125 New
S
253
SignatureFD
Georgia
$10K
GWM
254
Geneos Wealth Management
Colorado
$9K -$13.9K -156 -61%
GI
255
Gradient Investments
Minnesota
$8K +$7.85K +88 New
HPC
256
HM Payson & Co
Maine
$4K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$4K
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$4K +$4.28K +48 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$3K -$1.52K -17 -31%
MCM
260
Manchester Capital Management
Vermont
$3K
VCM
261
Versant Capital Management
Arizona
$3K
WPA
262
West Paces Advisors
Georgia
$2.62K +$2.59K +29 New
BCA
263
Berman Capital Advisors
Georgia
$2K
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$2K
CFD
265
Creative Financial Designs
Indiana
$2K
MWC
266
MBM Wealth Consultants
Missouri
$2K
RFA
267
Reilly Financial Advisors
California
$2K
CWP
268
Concord Wealth Partners
Virginia
$2K +$1.87K +21 New
MAM
269
Meeder Asset Management
Ohio
$1K
BFEC
270
Benjamin F. Edwards & Company
Missouri
$1K +$446 +5 +50%
PA
271
Parallel Advisors
California
$1K +$982 +11 New
WIM
272
Westside Investment Management
California
$23
NSGL
273
No Street GP LP
California
-$14.2M -170,000 Closed
RRAM
274
River Road Asset Management
Kentucky
-$9.59M -114,513 Closed
BCM
275
Billings Capital Management
Virginia
-$9.07M -108,353 Closed