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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
251
D.A. Davidson & Co
Montana
$536K – – –
6M
252
6 Meridian
Kansas
$535K -$16.9K -719 -3%
WBC
253
Westpac Banking Corp
Australia
$531K – – –
Baird Financial Group
254
Baird Financial Group
Wisconsin
$527K +$4.22K +179 +0.9%
AG
255
Advisor Group
Arizona
$509K +$102K +4,323 +27%
EAM
256
Erste Asset Management
Austria
$508K – – –
Skandinaviska Enskilda Banken (SEB)
257
Skandinaviska Enskilda Banken (SEB)
Sweden
$503K +$64.7K +2,747 +10%
WJA
258
Williams Jones & Associates
New York
$499K -$7.8K -331 -2%
WAM
259
World Asset Management
Michigan
$491K +$57.7K +2,450 +14%
TRCT
260
Tower Research Capital (TRC)
New York
$485K -$70.7K -3,000 -13%
LFA
261
Legacy Financial Advisors
Kentucky
$462K -$254K -10,776 -37%
AI
262
Atria Investments
North Carolina
$461K +$38.7K +1,644 +14%
LPL Financial
263
LPL Financial
California
$443K -$49.3K -2,092 -11%
PP
264
Prudential plc
United Kingdom
$428K -$1.34K -57 -0.2%
OWD
265
Osborn Williams & Donohoe
Ohio
$410K +$569K +24,125 New
BB
266
Busey Bank
Illinois
$402K – – –
CFSG
267
Community Financial Services Group
Vermont
$398K – – –
FAAS
268
First Allied Advisory Services
California
$390K +$10.5K +446 +3%
SI
269
Stephens Inc
Arkansas
$387K -$74.3K -3,152 -17%
BRWM
270
B. Riley Wealth Management
Tennessee
$383K +$360K +15,275 New
ASN
271
Advisory Services Network
Georgia
$365K +$27.5K +1,165 +9%
FWIA
272
Fort Washington Investment Advisors
Ohio
$364K -$446K -18,934 -57%
MFG
273
Magnus Financial Group
New York
$363K – – –
CT
274
Coastline Trust
Rhode Island
$360K -$18.3K -776 -5%
RJT
275
Raymond James Trust
Florida
$358K -$12.7K -537 -4%