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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$122K -$32.1K -1,364 -22%
BCA
327
Berman Capital Advisors
Georgia
$100K -$51.7K -2,193 -35%
RCAG
328
Rehmann Capital Advisory Group
Michigan
$90.4K +$9.31K +395 +12%
SIM
329
Sonora Investment Management
Arizona
$85K +$79.5K +3,375 New
LS
330
Livforsakringsbolaget Skandia
Sweden
$75K – – –
CFG
331
Citizens Financial Group
Rhode Island
$74K +$69.2K +2,936 New
HWA
332
Heritage Wealth Advisors
Virginia
$71.9K – – –
SAM
333
Strategy Asset Managers
California
$66K +$62.1K +2,633 New
TC
334
Truvestments Capital
Florida
$66K +$62.3K +2,643 New
BCI
335
Brinker Capital Investments
Pennsylvania
$62K +$58.4K +2,477 New
PHK
336
Point72 Hong Kong
Hong Kong
$60K +$56.2K +2,386 New
HSA
337
Hussman Strategic Advisors
Maryland
$59K – – –
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$55K +$54.6K +2,315 +1,245%
US Bancorp
339
US Bancorp
Minnesota
$54K -$2.55K -108 -5%
AssetMark Inc
340
AssetMark Inc
California
$48K +$67.2K +2,849 New
HNB
341
Huntington National Bank
Ohio
$45K – – –
AS
342
Altshuler Shaham
Israel
$44K +$12.3K +520 +42%
GWM
343
Geneos Wealth Management
Colorado
$43K – – –
TNBTD
344
Trustmark National Bank Trust Department
Mississippi
$43K +$40.2K +1,704 New
SJIM
345
St. Johns Investment Management
Florida
$42K – – –
WTC
346
WhitTier Trust Company
Nevada
$42K – – –
APA
347
American Portfolios Advisors
New York
$38.5K +$4.29K +182 +13%
BFC
348
Bedel Financial Consulting
Indiana
$35K – – –
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$35K +$20K +850 +155%
ADL
350
Asset Dedication LLC
California
$32K – – –