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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Endurance Wealth Management
Rhode Island
$10K
ASN
327
Advisory Services Network
Georgia
$8K
Lazard Asset Management
328
Lazard Asset Management
New York
$8K
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$8K
BBHC
330
Brown Brothers Harriman & Co
New York
$8K +$7.8K +469 New
RFA
331
Reilly Financial Advisors
California
$6K -$5.57K -335 -49%
CAW
332
Cornerstone Advisors (Washington)
Washington
$5K
VCM
333
Versant Capital Management
Arizona
$4K +$216 +13 +5%
MFS
334
MSI Financial Services
Massachusetts
$3K -$38.5K -2,316 -94%
FNBT
335
FineMark National Bank & Trust
Florida
$3K -$1.4K -84 -33%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$3K
SA
337
SRH Advisors
Kansas
$3K
ZB
338
Zions Bancorporation
Utah
$3K
HR
339
Howe & Rusling
New York
$3K +$349 +21 +15%
PCP
340
Proficio Capital Partners
Massachusetts
$3K +$3.09K +186 New
IWMPD
341
Integrated Wealth Management (Palm Desert)
California
$2K
DPA
342
Delphi Private Advisors
California
$2K +$1.18K +71 +125%
PRCM
343
Pine River Capital Management
Minnesota
$1.24K
AssetMark Inc
344
AssetMark Inc
California
$1K
QI
345
QS Investors
New York
$1K
WA
346
WFG Advisors
Texas
$1K
ACS
347
Archford Capital Strategies
Illinois
$1K +$732 +44 New
QCG
348
Quadrant Capital Group
Ohio
$1K +$1.3K +78 New
CA
349
Commerzbank Aktiengesellschaft
Germany
$484 +$130K +7,809 +40%
ED
350
Exane Derivatives
France
$120