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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
376
Next Financial Group
Texas
$40K -$49.4K -1,658 -49%
S
377
SignatureFD
Georgia
$40K -$4.56K -153 -8%
GWM
378
Geneos Wealth Management
Colorado
$40K +$149 +5 +0.3%
SJIM
379
St. Johns Investment Management
Florida
$39K – – –
WTC
380
WhitTier Trust Company
Nevada
$39K – – –
AF
381
Allworth Financial
California
$37K +$11.7K +394 +33%
DWM
382
Darwin Wealth Management
Florida
$35K +$45.1K +1,514 New
DCM
383
Davis Capital Management
Florida
$35K +$45.1K +1,514 New
CFA
384
Carroll Financial Associates
North Carolina
$32K +$1.49K +50 +4%
CFGS
385
Concourse Financial Group Securities
Alabama
$32K +$41K +1,377 New
PG
386
Pendal Group
Australia
$31.7K +$40.7K +1,368 New
ADL
387
Asset Dedication LLC
California
$30K +$89 +3 +0.2%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$26K +$2K +67 +6%
NICM
389
Neo Ivy Capital Management
New York
$25K -$649K -21,786 -95%
BFC
390
Bedel Financial Consulting
Indiana
$25K +$89 +3 +0.3%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$25K +$31.4K +1,055 +3,103%
PB
392
Pinnacle Bancorp
Nebraska
$24K – – –
SNT
393
Security National Trust
West Virginia
$24K – – –
RCA
394
Ranch Capital Advisors
Florida
$23K -$13.4K -450 -31%
PA
395
Parallel Advisors
California
$22K +$11.9K +398 +70%
PHK
396
Point72 Hong Kong
Hong Kong
$20K -$479K -16,097 -95%
PWMG
397
Prestige Wealth Management Group
New Jersey
$20K +$26.1K +875 New
OSAM
398
O'Shaughnessy Asset Management
Connecticut
$19K -$75.7K -2,543 -76%
GAM
399
Gemmer Asset Management
California
$19K – – –
ST
400
Sageworth Trust
Pennsylvania
$16K – – –