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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
326
Gemmer Asset Management
California
$14K – – –
FANJ
327
Financial Architects (New Jersey)
New Jersey
$11K +$10.2K +614 New
EWM
328
Endurance Wealth Management
Rhode Island
$10K – – –
ASN
329
Advisory Services Network
Georgia
$8K – – –
Lazard Asset Management
330
Lazard Asset Management
New York
$8K – – –
WAM
331
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
BBHC
332
Brown Brothers Harriman & Co
New York
$8K +$7.8K +469 New
RFA
333
Reilly Financial Advisors
California
$6K -$5.57K -335 -49%
CAW
334
Cornerstone Advisors (Washington)
Washington
$5K – – –
VCM
335
Versant Capital Management
Arizona
$4K +$216 +13 +5%
MFS
336
MSI Financial Services
Massachusetts
$3K -$38.5K -2,316 -94%
FNBT
337
FineMark National Bank & Trust
Florida
$3K -$1.4K -84 -33%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$3K – – –
SA
339
SRH Advisors
Kansas
$3K – – –
ZB
340
Zions Bancorporation
Utah
$3K – – –
HR
341
Howe & Rusling
New York
$3K +$349 +21 +15%
PCP
342
Proficio Capital Partners
Massachusetts
$3K +$3.09K +186 New
IWMPD
343
Integrated Wealth Management (Palm Desert)
California
$2K – – –
DPA
344
Delphi Private Advisors
California
$2K +$1.18K +71 +125%
AssetMark Inc
345
AssetMark Inc
California
$1K – – –
QI
346
QS Investors
New York
$1K – – –
WA
347
WFG Advisors
Texas
$1K – – –
ACS
348
Archford Capital Strategies
Illinois
$1K +$732 +44 New
QCG
349
Quadrant Capital Group
Ohio
$1K +$1.3K +78 New
ED
350
Exane Derivatives
France
$120 – – –