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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
LNB
201
Ledyard National Bank
$39K
AIM
202
Advantage Investment Management
Iowa
$31K -$15.9K -400 -36%
CG
203
Cutler Group
California
$28K +$25.4K +640 New
Walleye Trading
204
Walleye Trading
New York
$27K -$20K -502 -46%
DADC
205
D.A. Davidson & Co
Montana
$26K +$23.6K +594 New
US Bancorp
206
US Bancorp
Minnesota
$25K -$108K -2,722 -83%
FCMT
207
Founders Capital Management (Texas)
Texas
$25K +$22.7K +570 New
SWA
208
Sutton Wealth Advisors
Florida
$20.2K
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$18K +$15.9K +400 New
HCM
210
Herndon Capital Management
Georgia
$16K +$3.98K +100 +38%
AG
211
Advisor Group
Arizona
$9K
FHA
212
First Horizon Advisors
Tennessee
$8K +$7.47K +188 New
EA
213
Edge Advisors
Georgia
$6K +$5.41K +136 New
GAM
214
Gemmer Asset Management
California
$4K
IA
215
IFP Advisors
Florida
$3K
MFW
216
Mosaic Family Wealth
Missouri
$3K
MCM
217
MV Capital Management
Maryland
$2K
CAM
218
ClariVest Asset Management
California
$1K
TSW
219
Thompson Siegel & Walmsley
Virginia
$1K
PFBT
220
Parkside Financial Bank & Trust
Missouri
$1K +$239 +6 +30%
KKAMG
221
Kernodle & Katon Asset Management Group
Arkansas
$1K +$636 +16 New
Parnassus Investments
222
Parnassus Investments
California
-$16.8M -474,740 Closed
RRAM
223
River Road Asset Management
Kentucky
-$11.9M -336,284 Closed
HAI
224
Hennessy Advisors Inc
California
-$5.73M -161,600 Closed
CIM
225
Calvert Investment Management
Maryland
-$2.69M -75,736 Closed