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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$48K
PHK
202
Point72 Hong Kong
Hong Kong
$42K +$42.6K +1,180 New
Walleye Trading
203
Walleye Trading
New York
$39K -$397K -10,998 -91%
AIM
204
Advantage Investment Management
Iowa
$39K
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$37K
LNB
206
Ledyard National Bank
$32K
Creative Planning
207
Creative Planning
Kansas
$23K -$3.1K -86 -12%
SWA
208
Sutton Wealth Advisors
Florida
$16.2K
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$14K +$14.4K +400 New
HCM
210
Herndon Capital Management
Georgia
$9K
MFS
211
MSI Financial Services
Massachusetts
$8K -$38K -1,054 -83%
AG
212
Advisor Group
Arizona
$7K +$5.77K +160 +421%
GAM
213
Gemmer Asset Management
California
$4K
Simplex Trading
214
Simplex Trading
Illinois
$4K +$4.18K +116 New
IA
215
IFP Advisors
Florida
$2K
MFW
216
Mosaic Family Wealth
Missouri
$2K
MCM
217
MV Capital Management
Maryland
$2K +$433 +12 +35%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1K +$722 +20 New
TSW
219
Thompson Siegel & Walmsley
Virginia
$1K +$722 +20 New
RWM
220
Raffa Wealth Management
District of Columbia
$639
Lord, Abbett & Co
221
Lord, Abbett & Co
New Jersey
-$18.5M -508,310 Closed
BIM
222
Bogle Investment Management
Massachusetts
-$5.8M -159,588 Closed
Fidelity Investments
223
Fidelity Investments
Massachusetts
-$4.13M -113,672 Closed
Two Sigma Investments
224
Two Sigma Investments
New York
-$1.8M -49,692 Closed
Asset Management One
225
Asset Management One
Japan
-$1.51M -41,478 Closed