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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$250K +$251K +8,125 New
SMFS
377
Squar Milner Financial Services
California
$248K -$98.1K -3,177 -28%
ERIM
378
Eagle Ridge Investment Management
Connecticut
$244K -$78.2K -2,532 -24%
SFS
379
Sowell Financial Services
Arkansas
$243K +$50.7K +1,643 +26%
SAM
380
Silvercrest Asset Management
New York
$238K
Brown Advisory
381
Brown Advisory
Maryland
$237K
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$237K +$239K +7,733 New
PCS
383
Personal CFO Solutions
New Jersey
$236K +$237K +7,693 New
CWA
384
Clarus Wealth Advisors
Arizona
$234K -$216K -7,004 -48%
QI
385
Qtron Investments
Massachusetts
$233K
HC
386
Hourglass Capital
Texas
$218K
CFA
387
CWS Financial Advisors
Michigan
$217K +$218K +7,054 New
MC
388
Machina Capital
France
$213K +$214K +6,937 New
RWM
389
Ritholtz Wealth Management
New York
$210K -$154 -5 -0.1%
OC
390
Oppenheimer & Co
New York
$207K
SCM
391
Stellar Capital Management
Arizona
$206K -$1.73K -56 -0.8%
PA
392
Profund Advisors
Maryland
$205K -$583K -18,878 -74%
DT
393
Diversified Trust
Tennessee
$204K +$205K +6,647 New
RIM
394
Redpoint Investment Management
Australia
$204K +$205K +6,651 New
MRCM
395
M&R Capital Management
New Jersey
$197K
CCA
396
Column Capital Advisors
Indiana
$182K +$183K +5,940 New
OIA
397
Optimum Investment Advisors
Illinois
$181K
AIP
398
Ameritas Investment Partners
Nebraska
$166K -$2.67M -86,630 -94%
GWMIA
399
Global Wealth Management Investment Advisory
Florida
$162K -$3.46K -112 -2%
VCM
400
Vigilant Capital Management
Maine
$155K