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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
376
Waverton Investment Management
United Kingdom
$1.26M
IGAM
377
iA Global Asset Management
Quebec, Canada
$1.22M -$338K -5,647 -21%
KRS
378
Kentucky Retirement Systems
Kentucky
$1.21M -$17.1K -285 -1%
IPA
379
Investment Planning Advisors
Georgia
$1.17M +$377K +6,287 +46%
PMWMG
380
Parr McKnight Wealth Management Group
Minnesota
$1.16M +$1.18M +19,738 New
NAAA
381
New Age Alpha Advisors
New York
$1.15M +$1.18M +19,730 New
VEA
382
Virtus ETF Advisers
New York
$1.15M +$199K +3,322 +20%
GLA
383
Great Lakes Advisors
Illinois
$1.15M +$4.67K +78 +0.4%
CFO
384
Callan Family Office
Pennsylvania
$1.15M +$1.17M +19,592 New
LOAMS
385
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M +$22.5K +376 +2%
KAM
386
KEB Asset Management
Illinois
$1.13M
DWM
387
Diversify Wealth Management
Utah
$1.1M +$216K +3,598 +23%
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$38.5K -643 -3%
RIL
389
Rothschild Investment LLC
Illinois
$1.09M +$719 +12 +0.1%
PA
390
Procyon Advisors
Connecticut
$1.09M -$127K -2,116 -10%
CF
391
Centaurus Financial
California
$1.09M +$5.57K +93 +0.5%
II
392
Inspire Investing
Idaho
$1.08M -$83.2K -1,389 -7%
KPP
393
Kings Path Partners
Texas
$1.08M +$1.11M +18,531 New
AAS
394
Avantax Advisory Services
Texas
$1.08M +$31.4K +524 +3%
GCP
395
GSA Capital Partners
United Kingdom
$1.08M +$332K +5,539 +43%
DTL
396
Dynamic Technology Lab
Singapore
$1.07M -$910K -15,193 -45%
IWC
397
Integrated Wealth Concepts
Massachusetts
$1.07M +$108K +1,806 +11%
US Bancorp
398
US Bancorp
Minnesota
$1.07M +$46.3K +773 +4%
AIP
399
Almanack Investment Partners
Pennsylvania
$1.07M
RCA
400
Resonant Capital Advisors
Wisconsin
$1.07M +$6.65K +111 +0.6%