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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
TC
326
Trust Company
Kansas
$17.5K – – –
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
SAMC
328
Shinko Asset Management Company
Japan
$16K – – –
DSC
329
Duncker Streett & Co
Missouri
$15K – – –
VFA
330
Virtus Fund Advisers
Connecticut
$15K – – –
GAM
331
Gemmer Asset Management
California
$13K – – –
PHK
332
Point72 Hong Kong
Hong Kong
$11K +$11K +675 New
EWM
333
Endurance Wealth Management
Rhode Island
$10K – – –
GWM
334
Gupta Wealth Management
California
$8K – – –
ASN
335
Advisory Services Network
Georgia
$7K -$1.44K -88 -16%
Lazard Asset Management
336
Lazard Asset Management
New York
$7K – – –
WAM
337
Wealthspire Advisors (Maryland)
Maryland
$7K +$6.94K +425 New
RFA
338
Reilly Financial Advisors
California
$6K -$5.52K -338 -49%
SIM
339
Sonora Investment Management
Arizona
$6K – – –
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$5K -$1.26M -76,923 -100%
JIM
341
Jupiter Investment Management
United Kingdom
$5K – – –
FNBT
342
FineMark National Bank & Trust
Florida
$4K -$278 -17 -6%
CAW
343
Cornerstone Advisors (Washington)
Washington
$4K – – –
VCM
344
Versant Capital Management
Arizona
$4K +$4.36K +267 New
SA
345
SRH Advisors
Kansas
$3K – – –
ZB
346
Zions Bancorporation
Utah
$3K – – –
HR
347
Howe & Rusling
New York
$3K +$441 +27 +21%
IWMPD
348
Integrated Wealth Management (Palm Desert)
California
$2K – – –
LWA
349
Lenox Wealth Advisors
New York
$2K +$1.88K +115 New
PCP
350
Proficio Capital Partners
Massachusetts
$2K +$2.15K +132 New