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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
301
Gifford Fong Associates
California
$240K
Capital Fund Management (CFM)
302
Capital Fund Management (CFM)
France
$240K +$230K +10,125 New
GC
303
Guggenheim Capital
Illinois
$239K -$19.2K -844 -8%
AA
304
ALPS Advisors
Colorado
$233K +$223K +9,818 New
CGI
305
CI Global Investments
California
$232K +$204K +8,968 +1,059%
CCA
306
Cobblestone Capital Advisors
New York
$228K
V
307
Veritable
Delaware
$224K
EWM
308
Evercore Wealth Management
New York
$209K +$201K +8,839 New
D.E. Shaw & Co
309
D.E. Shaw & Co
New York
$208K +$200K +8,792 New
CI
310
Cigna Investments
Connecticut
$207K -$30.6K -1,350 -13%
STA
311
Summit Trail Advisors
New York
$167K +$159K +7,003 New
MPIA
312
Mountain Pacific Investment Advisers
Idaho
$165K +$158K +6,953 New
MRCM
313
M&R Capital Management
New Jersey
$151K
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$146K +$9.74K +429 +7%
SMFS
315
Squar Milner Financial Services
California
$144K +$17.4K +766 +14%
OIA
316
Optimum Investment Advisors
Illinois
$140K
VCM
317
Vigilant Capital Management
Maine
$120K
TC
318
Truvestments Capital
Florida
$103K +$98.3K +4,330 New
FL
319
Fort LP
Maryland
$101K +$97.2K +4,283 New
SJIM
320
St. Johns Investment Management
Florida
$94K +$31.8K +1,401 +55%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$82K
LS
322
Livforsakringsbolaget Skandia
Sweden
$70K -$46K -2,025 -41%
HWA
323
Heritage Wealth Advisors
Virginia
$67K +$65K +2,865 New
HNB
324
Huntington National Bank
Ohio
$64K
HSA
325
Hussman Strategic Advisors
Maryland
$56K