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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
Ritholtz Wealth Management
New York
$706K +$260K +5,979 +57%
US Bancorp
377
US Bancorp
Minnesota
$703K -$43.9K -1,012 -6%
RC
378
RegentAtlantic Capital
New Jersey
$700K +$384K +8,850 +119%
YIA
379
YHB Investment Advisors
Connecticut
$699K +$404K +9,315 +135%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$696K -$122K -2,814 -15%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$694K -$58.6K -1,350 -8%
MWM
382
MorganRosel Wealth Management
Colorado
$694K +$700K +16,119 New
AA
383
Ancora Advisors
Ohio
$692K -$9.77K -225 -1%
RMC
384
Resources Management Corp
Connecticut
$685K +$1.91K +44 +0.3%
VEA
385
Virtus ETF Advisers
New York
$682K -$17.5K -404 -2%
WQ
386
Wealth Quarterback
New Jersey
$678K -$247K -5,683 -27%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$672K -$97.7K -2,250 -13%
EMG
388
ETF Managers Group
New Jersey
$669K +$30.2K +696 +5%
MYAM
389
Meiji Yasuda Asset Management
Japan
$664K +$217K +5,003 +48%
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$639K +$29K +668 +5%
Swedbank
391
Swedbank
Sweden
$636K
ECM
392
Everence Capital Management
Indiana
$634K
XT
393
XTX Topco
Cayman Islands
$633K +$638K +14,702 New
HI
394
Horizon Investments
North Carolina
$631K +$184K +4,242 +41%
WJWM
395
Williams Jones Wealth Management
New York
$629K -$42.3K -975 -6%
SAM
396
Strategy Asset Managers
California
$626K +$373K +8,592 +145%
TFA
397
Toth Financial Advisory
Virginia
$620K +$96K +2,212 +18%
CG
398
CFO4Life Group
Texas
$608K +$115K +2,645 +23%
CCA
399
Cadent Capital Advisors
Oklahoma
$606K
TI
400
Tidal Investments
Wisconsin
$606K +$256K +5,895 +72%