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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
351
Investment Planning Advisors
Georgia
$1.08M +$1.1M +20,597 New
TC
352
Taika Capital
Florida
$1.07M +$1.09M +20,415 New
HIMCH
353
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$16.8K -313 -2%
BJL
354
Brighton Jones LLC
Washington
$1.01M +$17K +318 +2%
KAM
355
KEB Asset Management
Illinois
$1.01M +$1.03M +19,286 New
FTDI
356
First Trust Direct Indexing
Massachusetts
$999K +$200K +3,740 +24%
GLA
357
Great Lakes Advisors
Illinois
$997K +$1.02M +19,031 New
RIL
358
Rothschild Investment LLC
Illinois
$984K +$27.6K +515 +3%
CF
359
Centaurus Financial
California
$981K +$21.6K +403 +2%
RCA
360
Resonant Capital Advisors
Wisconsin
$971K +$17.4K +324 +2%
AAS
361
Avantax Advisory Services
Texas
$970K +$499K +9,311 +101%
FBC
362
Fairfield, Bush & Co
Connecticut
$961K +$48.2K +900 +5%
EAM
363
Eagle Asset Management
Florida
$959K -$29.8K -557 -3%
AIP
364
Almanack Investment Partners
Pennsylvania
$959K
TCOV
365
Trust Company of Vermont
Vermont
$957K -$54.3K -1,013 -5%
OIA
366
OneDigital Investment Advisors
Kansas
$956K +$115K +2,148 +13%
PA
367
Procyon Advisors
Connecticut
$937K +$803 +15 +0.1%
TRCT
368
Tower Research Capital (TRC)
New York
$927K -$6.11K -114 -0.6%
IWC
369
Integrated Wealth Concepts
Massachusetts
$907K -$49.5K -924 -5%
SAM
370
Securian Asset Management
Minnesota
$906K -$27.7K -517 -3%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$896K -$32.1K -600 -3%
LOAMS
372
Lombard Odier Asset Management (Switzerland)
Switzerland
$887K +$210K +3,914 +30%
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$880K +$900K +16,802 New
HPC
374
HM Payson & Co
Maine
$867K -$37.3K -697 -4%
GAM
375
Gotham Asset Management
New York
$862K +$196K +3,651 +29%