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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
326
Huntington National Bank
Ohio
$33K +$1.58K +88 +6%
GRP
327
Global Retirement Partners
California
$25K +$22.4K +1,249 New
AF
328
Allworth Financial
California
$23K – – –
HR
329
Howe & Rusling
New York
$23K +$359 +20 +2%
TC
330
Trust Company
Kansas
$21K – – –
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$19K – – –
DSC
332
Duncker Streett & Co
Missouri
$18K – – –
PHK
333
Point72 Hong Kong
Hong Kong
$18K +$16.1K +894 New
FHA
334
First Horizon Advisors
Tennessee
$17K – – –
FANJ
335
Financial Architects (New Jersey)
New Jersey
$17K +$4.31K +240 +39%
GAM
336
Gemmer Asset Management
California
$16K – – –
PA
337
Parallel Advisors
California
$14K +$12.9K +716 New
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$13.3K +$12.1K +675 New
PG
339
PEAK6 Group
Illinois
$13K +$12.1K +675 New
BBHC
340
Brown Brothers Harriman & Co
New York
$9K – – –
Lazard Asset Management
341
Lazard Asset Management
New York
$9K – – –
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$8K – – –
VCM
343
Versant Capital Management
Arizona
$6K +$1.38K +77 +31%
CAW
344
Cornerstone Advisors (Washington)
Washington
$5K – – –
PCP
345
Proficio Capital Partners
Massachusetts
$4K -$15K -837 -82%
MFS
346
MSI Financial Services
Massachusetts
$3K – – –
SA
347
SRH Advisors
Kansas
$3K – – –
ZB
348
Zions Bancorporation
Utah
$3K – – –
EARNEST Partners
349
EARNEST Partners
Georgia
$3K +$2.42K +135 New
IP
350
Intellectus Partners
California
$3K +$3.04K +169 New