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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$341K +$346K +4,070 New
Pacer Advisors
202
Pacer Advisors
Pennsylvania
$334K -$25.8K -304 -7%
X
203
Xponance
Pennsylvania
$329K -$68.8K -809 -17%
JIP
204
Jaffetilchin Investment Partners
Florida
$327K -$186K -2,186 -36%
AWM
205
AE Wealth Management
Kansas
$321K -$2.21K -26 -0.7%
CWM
206
CIBC World Markets
New York
$320K +$324K +3,816 New
FCBT
207
First Citizens Bank & Trust
North Carolina
$307K -$68.3K -803 -18%
SAM
208
Shell Asset Management
Netherlands
$299K
SF
209
Symphony Financial
Texas
$294K -$110K -1,288 -27%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$288K -$114K -1,340 -28%
CAN
211
Claraphi Advisory Network
United States
$285K -$20.7K -244 -7%
American Century Companies
212
American Century Companies
Missouri
$282K +$287K +3,371 New
SAM
213
Securian Asset Management
Minnesota
$275K -$8.5K -100 -3%
PIM
214
Provident Investment Management
Michigan
$274K
PA
215
Profund Advisors
Maryland
$272K -$33.8K -397 -11%
HIMC
216
Heritage Investors Management Corp
Maryland
$266K
LW
217
Linscomb Wealth
Texas
$261K +$1.02K +12 +0.4%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$252K +$256K +3,009 New
PAMU
219
Pictet Asset Management (UK)
United Kingdom
$251K
WA
220
WESPAC Advisors
California
$251K
CQS
221
Credential Qtrade Securities
$247K +$30.7K +361 +14%
US Bancorp
222
US Bancorp
Minnesota
$245K -$2.13K -25 -0.8%
CFGS
223
Concourse Financial Group Securities
Alabama
$242K +$81.5K +959 +50%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$237K +$6.97K +82 +3%
FIM
225
Freedom Investment Management
Connecticut
$218K -$45.7K -538 -17%