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W.R. Berkley

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