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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$485K -$514K -16,664 -54%
NAM
302
NorthCoast Asset Management
Connecticut
$480K +$34.4K +1,114 +8%
NMIMC
303
Northwestern Mutual Investment Management Company
Wisconsin
$479K -$95.4K -3,092 -18%
FC
304
Full18 Capital
Connecticut
$475K +$531K +17,215 New
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$473K +$4.93K +160 +1%
EMG
306
ETF Managers Group
New Jersey
$470K +$57.3K +1,858 +15%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$453K -$1.33M -43,132 -76%
MPCG
308
Matrix Private Capital Group
New York
$448K +$6.66K +216 +2%
X
309
Xponance
Pennsylvania
$447K -$14K -454 -3%
WI
310
WBI Investments
New Jersey
$447K +$411K +13,340 New
CFGS
311
Concourse Financial Group Securities
Alabama
$446K +$94.8K +3,075 +30%
RJFSA
312
Raymond James Financial Services Advisors
Florida
$443K +$93.6K +3,035 +30%
MPAM
313
Murphy Pohlad Asset Management
Minnesota
$442K +$408K +13,219 New
AWM
314
AE Wealth Management
Kansas
$426K -$31.2K -1,013 -7%
KAS
315
Kestra Advisory Services
Texas
$425K +$176K +5,695 +81%
Macquarie Group
316
Macquarie Group
Australia
$414K – – –
TSW
317
Thompson Siegel & Walmsley
Virginia
$412K – – –
Franklin Resources
318
Franklin Resources
California
$411K -$766K -24,844 -67%
MPPW
319
Mitchell & Pahl Private Wealth
Oklahoma
$410K +$9.35K +303 +3%
American Century Companies
320
American Century Companies
Missouri
$403K +$112K +3,638 +43%
FWIA
321
Fort Washington Investment Advisors
Ohio
$396K -$25.6K -830 -7%
KPW
322
Kore Private Wealth
New York
$382K – – –
RCA
323
Resonant Capital Advisors
Wisconsin
$378K +$6.26K +203 +2%
VPI
324
Value Partners Investments
Manitoba, Canada
$377K +$347K +11,250 New
CT
325
Coastline Trust
Rhode Island
$374K +$1.05K +34 +0.3%