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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
CQS
201
Credential Qtrade Securities
$308K +$41.1K +460 +16%
CS
202
Cannell & Spears
New York
$305K +$85.7K +960 +40%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$304K +$32.5K +364 +12%
Simplex Trading
204
Simplex Trading
Illinois
$300K +$296K +3,322 New
SAM
205
Securian Asset Management
Minnesota
$297K
PIM
206
Provident Investment Management
Michigan
$295K
FCBT
207
First Citizens Bank & Trust
North Carolina
$293K -$36.9K -413 -11%
PA
208
Profund Advisors
Maryland
$290K -$3.21K -36 -1%
HIMC
209
Heritage Investors Management Corp
Maryland
$287K
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$276K -$134K -1,502 -33%
US Bancorp
211
US Bancorp
Minnesota
$266K +$446 +5 +0.2%
CM
212
Capula Management
Cayman Islands
$263K +$260K +2,912 New
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$262K +$259K +2,900 New
FIM
214
Freedom Investment Management
Connecticut
$243K +$8.39K +94 +4%
1CM
215
1492 Capital Management
Wisconsin
$235K
LW
216
Linscomb Wealth
Texas
$225K -$55.6K -623 -20%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$220K +$202K +2,259 +1,284%
Wolverine Trading
218
Wolverine Trading
Illinois
$219K +$217K +2,432 New
DT
219
Diversified Trust
Tennessee
$215K -$207K -2,314 -49%
BAM
220
Belpointe Asset Management
Nevada
$211K +$209K +2,338 New
PFO
221
Pathstone Family Office
New Jersey
$205K +$202K +2,265 New
CFA
222
Carroll Financial Associates
North Carolina
$204K +$202K +2,260 New
FMT
223
First Mercantile Trust
Tennessee
$160K +$16K +179 +11%
Group One Trading
224
Group One Trading
Illinois
$123K -$26.8K -300 -18%
IA
225
IFP Advisors
Florida
$117K -$803 -9 -0.7%