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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
376
iA Global Asset Management
Quebec, Canada
$1.22M -$338K -5,647 -21%
KRS
377
Kentucky Retirement Systems
Kentucky
$1.21M -$17.1K -285 -1%
IPA
378
Investment Planning Advisors
Georgia
$1.17M +$377K +6,287 +46%
PMWMG
379
Parr McKnight Wealth Management Group
Minnesota
$1.16M +$1.18M +19,738 New
NAAA
380
New Age Alpha Advisors
New York
$1.15M +$1.18M +19,730 New
VEA
381
Virtus ETF Advisers
New York
$1.15M +$199K +3,322 +20%
GLA
382
Great Lakes Advisors
Illinois
$1.15M +$4.67K +78 +0.4%
CFO
383
Callan Family Office
Pennsylvania
$1.15M +$1.17M +19,592 New
LOAMS
384
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M +$22.5K +376 +2%
KAM
385
KEB Asset Management
Illinois
$1.13M – – –
DWM
386
Diversify Wealth Management
Utah
$1.1M +$216K +3,598 +23%
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$38.5K -643 -3%
RIL
388
Rothschild Investment LLC
Illinois
$1.09M +$719 +12 +0.1%
PA
389
Procyon Advisors
Connecticut
$1.09M -$127K -2,116 -10%
CF
390
Centaurus Financial
California
$1.09M +$5.57K +93 +0.5%
II
391
Inspire Investing
Idaho
$1.08M -$83.2K -1,389 -7%
KPP
392
Kings Path Partners
Texas
$1.08M +$1.11M +18,531 New
AAS
393
Avantax Advisory Services
Texas
$1.08M +$31.4K +524 +3%
GCP
394
GSA Capital Partners
United Kingdom
$1.08M +$332K +5,539 +43%
DTL
395
Dynamic Technology Lab
Singapore
$1.07M -$910K -15,193 -45%
IWC
396
Integrated Wealth Concepts
Massachusetts
$1.07M +$108K +1,806 +11%
US Bancorp
397
US Bancorp
Minnesota
$1.07M +$46.3K +773 +4%
AIP
398
Almanack Investment Partners
Pennsylvania
$1.07M – – –
RCA
399
Resonant Capital Advisors
Wisconsin
$1.07M +$6.65K +111 +0.6%
AA
400
Ancora Advisors
Ohio
$1.06M +$27.6K +460 +3%