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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
351
LGT Financial Advisors
Texas
– -$226K -1,858 Closed
Schroder Investment Management Group
352
Schroder Investment Management Group
United Kingdom
– -$219K -1,803 Closed
IFU
353
iSAM Funds (UK)
United Kingdom
– -$217K -1,786 Closed
SC
354
Skylands Capital
Wisconsin
– -$207K -1,700 Closed
BFM
355
Boothbay Fund Management
New York
– -$202K -1,658 Closed
BAM
356
Belpointe Asset Management
Nevada
– -$154K -1,271 Closed
CMF
357
Counterpoint Mutual Funds
California
– -$119K -975 Closed
TWA
358
TCI Wealth Advisors
Arizona
– -$24.7K -203 Closed
CA
359
Crewe Advisors
Utah
– -$20.8K -171 Closed
ASN
360
Advisory Services Network
Georgia
– -$20.1K -165 Closed
GWM
361
Geneos Wealth Management
Colorado
– -$12.2K -100 Closed
STCOSD
362
Sageworth Trust Company of South Dakota
South Dakota
– -$10.9K -90 Closed
Creative Planning
363
Creative Planning
Kansas
– -$5.23K -43 Closed
ST
364
Sageworth Trust
Pennsylvania
– -$4.98K -41 Closed
EI
365
Ellevest Inc
New York
– -$3.65K -30 Closed
MWC
366
MBM Wealth Consultants
Missouri
– -$3K -24 Closed
SFG
367
Steward Financial Group
Texas
– -$2K -23 Closed
SC
368
Schubert & Co
Texas
– -$2.19K -18 Closed
AAS
369
Ameritas Advisory Services
Nebraska
– -$1.83K -15 Closed
FFA
370
Farther Finance Advisors
California
– -$1.34K -11 Closed