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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$332K -$269K -2,276 -45%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$332K
SF
203
Symphony Financial
Texas
$328K +$7.32K +62 +2%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$323K +$236 +2 +0.1%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$316K +$316K +2,677 New
US Bancorp
206
US Bancorp
Minnesota
$309K -$51.1K -433 -14%
1CM
207
1492 Capital Management
Wisconsin
$305K
LW
208
Linscomb Wealth
Texas
$294K
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$292K -$42.9K -363 -13%
CCM
210
Coldstream Capital Management
Washington
$277K +$277K +2,345 New
BAM
211
Belpointe Asset Management
Nevada
$270K -$3.19K -27 -1%
Balyasny Asset Management
212
Balyasny Asset Management
Illinois
$265K +$265K +2,247 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$262K +$208K +1,760 +382%
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$257K
FGP
215
Foyston, Gordon, & Payne
Ontario, Canada
$255K +$255K +2,159 New
II
216
Inspire Investing
Idaho
$252K +$2.13K +18 +0.9%
MMA
217
Miracle Mile Advisors
California
$235K
Baird Financial Group
218
Baird Financial Group
Wisconsin
$233K -$16.3K -138 -7%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$226K +$226K +1,911 New
SCM
220
Shelton Capital Management
Colorado
$225K -$16.1K -136 -7%
IFS
221
Ifrah Financial Services
Arkansas
$225K +$236 +2 +0.1%
TRCT
222
Tower Research Capital (TRC)
New York
$225K +$38.1K +323 +20%
CIC
223
Carnegie Investment Counsel
Ohio
$224K
CS
224
Cannell & Spears
New York
$220K -$179K -1,519 -45%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$195K +$195K +1,653 New