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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
376
Brown Advisory
Maryland
$372K +$361K +10,175 New
GFA
377
Gifford Fong Associates
California
$371K – – –
AP
378
Advisor Partners
California
$362K +$33.2K +936 +10%
CQS
379
Credential Qtrade Securities
$360K -$3.19K -90 -0.9%
SP
380
Symmetry Partners
Connecticut
$359K -$42.4K -1,197 -11%
AF
381
Advisornet Financial
Minnesota
$359K +$106 +3 +0%
EWA
382
EverSource Wealth Advisors
Alabama
$353K +$342K +9,648 New
CCA
383
Cobblestone Capital Advisors
New York
$352K – – –
GVAG
384
Great Valley Advisor Group
Delaware
$341K – – –
FFM
385
Forum Financial Management
Illinois
$341K +$330K +9,315 New
MCM
386
MAI Capital Management
Ohio
$338K +$8.15K +230 +3%
TW
387
TrinityPoint Wealth
Connecticut
$337K +$4.61K +130 +1%
KAS
388
Kestra Advisory Services
Texas
$333K -$26.6K -749 -8%
VPI
389
Value Partners Investments
Manitoba, Canada
$328K -$79.8K -2,250 -20%
BFS
390
Bradley Foster & Sargent
Connecticut
$328K – – –
Squarepoint
391
Squarepoint
New York
$327K -$572K -16,137 -64%
CFA
392
CWS Financial Advisors
Michigan
$322K +$312K +8,795 New
CCP
393
Carmel Capital Partners
California
$313K +$303K +8,550 New
DC
394
Davenport & Co
Virginia
$312K -$27.9K -787 -8%
MC
395
Manteio Capital
New Jersey
$311K +$301K +8,503 New
QC
396
Quadrature Capital
United Kingdom
$310K -$444K -12,514 -60%
M1FG
397
Mach-1 Financial Group
Arkansas
$310K +$29K +819 +11%
RC
398
RegentAtlantic Capital
New Jersey
$310K +$44.7K +1,260 +17%
SIA
399
Schechter Investment Advisors
Michigan
$308K +$298K +8,395 New
KRSITF
400
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$307K +$7.02K +198 +2%