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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
Trust Company
Kansas
$15K – – –
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$13K – – –
Loomis, Sayles & Company
403
Loomis, Sayles & Company
Massachusetts
$13K +$16.6K +556 New
OPS
404
Orion Portfolio Solutions
Nebraska
$12K +$6.58K +221 +74%
PCM
405
Prelude Capital Management
New York
$12K +$15.8K +531 New
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K – – –
HNB
407
Huntington National Bank
Ohio
$11K -$12.5K -420 -48%
QCG
408
Quadrant Capital Group
Ohio
$11K +$5.21K +175 +56%
VRM
409
Vectors Research Management
New York
$8K – – –
SF
410
Synovus Financial
Georgia
$8K +$8.85K +297 New
CAGAS
411
Capital Advisory Group Advisory Services
Minnesota
$8K +$9.65K +324 New
HB
412
Horizon Bancorp
Indiana
$8K +$10.1K +338 New
LWM
413
Lenox Wealth Management
Ohio
$7K – – –
SL
414
Savior LLC
Massachusetts
$7K – – –
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
VCM
416
Versant Capital Management
Arizona
$6K +$923 +31 +12%
PCM
417
Penserra Capital Management
California
$6K +$2.14K +72 +38%
EW
418
Evoke Wealth
California
$5.05K +$3.93K +132 +153%
Bessemer Group
419
Bessemer Group
New Jersey
$5K +$6.05K +203 New
CI
420
CX Institutional
Indiana
$5K +$6.17K +207 New
BFEC
421
Benjamin F. Edwards & Company
Missouri
$4K -$22K -738 -81%
CFN
422
Cordasco Financial Network
Florida
$4K – – –
HIA
423
Harbor Investment Advisory
Maryland
$4K – – –
SA
424
SRH Advisors
Kansas
$4K – – –
ZB
425
Zions Bancorporation
Utah
$4K +$328 +11 +6%