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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$5.35K -$585 -5 -10%
Creative Planning
302
Creative Planning
Kansas
$5.23K +$5.03K +43 New
BBHC
303
Brown Brothers Harriman & Co
New York
$5.11K +$4.91K +42 New
ST
304
Sageworth Trust
Pennsylvania
$4.98K – – –
BWL
305
Bogart Wealth LLC
Virginia
$4.62K +$4.44K +38 New
BIA
306
Bell Investment Advisors
California
$3.89K – – –
EI
307
Ellevest Inc
New York
$3.65K +$2.1K +18 +150%
VCM
308
Versant Capital Management
Arizona
$3.4K – – –
MWC
309
MBM Wealth Consultants
Missouri
$3K – – –
EWA
310
EverSource Wealth Advisors
Alabama
$2.8K -$4.38M -37,468 -100%
CTC
311
Central Trust Company
Missouri
$2.67K – – –
DA
312
Denali Advisors
California
$2.67K +$702 +6 +38%
SC
313
Schubert & Co
Texas
$2.19K -$117 -1 -5%
PPC
314
Park Place Capital
Alabama
$2.07K – – –
BFEC
315
Benjamin F. Edwards & Company
Missouri
$2K – – –
SFG
316
Steward Financial Group
Texas
$2K +$1.52K +13 +130%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
MFT
318
Moisand Fitzgerald Tamayo
Florida
$1.95K – – –
AAS
319
Ameritas Advisory Services
Nebraska
$1.83K +$1.75K +15 New
MRCM
320
M&R Capital Management
New Jersey
$1.82K +$1.75K +15 New
PTC
321
Private Trust Company
Ohio
$1.58K – – –
FFA
322
Farther Finance Advisors
California
$1.34K +$1.29K +11 New
SIC
323
SJS Investment Consulting
Ohio
$973 – – –
ANBT
324
American National Bank & Trust
Texas
$972 – – –
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$972 – – –