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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
DTL
201
Dynamic Technology Lab
Singapore
$441K +$406K +3,758 New
BCM
202
Bayesian Capital Management
New York
$434K +$400K +3,700 New
OR
203
Olympiad Research
Connecticut
$427K +$394K +3,643 New
Creative Planning
204
Creative Planning
Kansas
$423K +$156K +1,446 +67%
BHPW
205
Beverly Hills Private Wealth
California
$418K -$153K -1,412 -28%
PCS
206
Personal CFO Solutions
New Jersey
$399K +$18.3K +169 +5%
LAI
207
Legal Advantage Investments
California
$399K +$368K +3,400 New
II
208
Inspire Investing
Idaho
$383K +$14.8K +137 +4%
SF
209
Symphony Financial
Texas
$381K +$1.51K +14 +0.4%
PI
210
Putnam Investments
Massachusetts
$380K -$47K -435 -12%
SAM
211
Shell Asset Management
Netherlands
$376K -$104K -965 -23%
LCM
212
LRT Capital Management
Texas
$371K +$72.4K +669 +27%
Vanguard Personalized Indexing Management
213
Vanguard Personalized Indexing Management
California
$359K +$331K +3,062 New
SAM
214
Securian Asset Management
Minnesota
$348K -$10.8K -100 -3%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$338K +$6.06K +56 +2%
VF
216
Virtu Financial
New York
$338K +$312K +2,887 New
US Bancorp
217
US Bancorp
Minnesota
$337K -$11.1K -103 -3%
NYLIM
218
New York Life Investment Management
New York
$336K -$7.03K -65 -2%
ACA
219
Anchor Capital Advisors
Massachusetts
$330K -$61.3K -567 -17%
PMEF
220
Point72 Middle East FZE
United Arab Emirates
$330K +$304K +2,813 New
Verition Fund Management
221
Verition Fund Management
Connecticut
$326K +$301K +2,783 New
VT
222
Vise Technologies
New York
$324K +$299K +2,768 New
FGP
223
Foyston, Gordon, & Payne
Ontario, Canada
$322K
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$321K -$43.6K -403 -13%
HIMC
225
Heritage Investors Management Corp
Maryland
$317K