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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
Caldwell Trust
Florida
$940K – – –
TPCW
227
TD Private Client Wealth
New York
$928K -$31.8K -1,067 -3%
OAM
228
Optimal Asset Management
California
$919K +$442K +14,847 +60%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$913K +$1.13M +37,996 New
ERSOT
230
Employees Retirement System of Texas
Texas
$906K – – –
LIA
231
LS Investment Advisors
Michigan
$884K +$611K +20,502 +116%
JMPWA
232
JP Morgan Private Wealth Advisors
California
$883K +$200K +6,727 +21%
KBC Group
233
KBC Group
Belgium
$861K +$17.6K +592 +2%
WCWM
234
Willow Creek Wealth Management
California
$858K – – –
HIMCH
235
Hartford Investment Management Co (HIMCO)
Connecticut
$853K +$27.7K +931 +3%
FBC
236
Fairfield, Bush & Co
Connecticut
$845K -$26.8K -900 -2%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$839K -$1.24M -41,528 -53%
GFPC
238
Global Financial Private Capital
Florida
$837K +$1.07M +36,047 New
LIM
239
Leavell Investment Management
Alabama
$829K -$40.2K -1,350 -4%
NAM
240
Nissay Asset Management
Japan
$826K +$15K +504 +1%
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$822K +$29.4K +986 +3%
TCOV
242
Trust Company of Vermont
Vermont
$807K -$8.04K -270 -0.8%
BB
243
Busey Bank
Illinois
$802K – – –
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$790K +$6.97K +234 +0.7%
TW
245
Transform Wealth
Colorado
$789K +$1.01M +34,013 New
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$785K +$408K +13,689 +68%
M&T Bank
247
M&T Bank
New York
$774K -$11.1K -373 -1%
II
248
IFM Investors
Australia
$753K -$27.8K -934 -3%
SAM
249
Securian Asset Management
Minnesota
$731K -$26.8K -900 -3%
PP
250
Prudential plc
United Kingdom
$701K +$55.3K +1,857 +7%