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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
IFS
251
Ifrah Financial Services
Arkansas
$219K -$6.43K -55 -3%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$219K +$211K +1,803 New
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$218K +$213K +1,825 New
IFU
254
iSAM Funds (UK)
United Kingdom
$217K +$209K +1,786 New
SC
255
Skylands Capital
Wisconsin
$207K
HighTower Advisors
256
HighTower Advisors
Illinois
$203K -$308K -2,636 -61%
BFM
257
Boothbay Fund Management
New York
$202K +$194K +1,658 New
MYIA
258
Mount Yale Investment Advisors
Colorado
$201K +$193K +1,654 New
DP
259
Dundas Partners
United Kingdom
$200K -$22.9K -196 -11%
TRCT
260
Tower Research Capital (TRC)
New York
$189K +$19.5K +167 +12%
BAM
261
Belpointe Asset Management
Nevada
$154K +$3.86K +33 +3%
Lazard Asset Management
262
Lazard Asset Management
New York
$134K +$3.51K +30 +3%
CFB
263
Cullen/Frost Bankers
Texas
$134K
PMEF
264
Point72 Middle East FZE
United Arab Emirates
$124K +$119K +1,018 New
CMF
265
Counterpoint Mutual Funds
California
$119K +$114K +975 New
Toronto Dominion Bank
266
Toronto Dominion Bank
Ontario, Canada
$96K +$92.4K +790 New
FHA
267
First Horizon Advisors
Tennessee
$89.5K
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$86K +$1.17K +10 +1%
UB
269
UMB Bank
Missouri
$74.6K
BTI
270
Blue Trust Inc
Georgia
$67K +$40.3K +345 +139%
QL
271
Quarry LP
New York
$61.1K +$31.2K +267 +113%
CFGS
272
Concourse Financial Group Securities
Alabama
$58.3K +$3.51K +30 +7%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$43.6K +$3.74K +32 +10%
IA
274
IFP Advisors
Florida
$39.4K -$8.65K -74 -5%
Ohio Public Employees Retirement System (OPERS)
275
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$2.1K -18 -5%