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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
401
Global Wealth Management Investment Advisory
Florida
$170K -$10.4K -337 -6%
VCM
402
Vigilant Capital Management
Maine
$170K
IA
403
IndexIQ Advisors
New York
$164K +$19.2K +623 +15%
AIP
404
Ameritas Investment Partners
Nebraska
$162K
APA
405
American Portfolios Advisors
New York
$154K +$28.2K +915 +25%
IA
406
IFP Advisors
Florida
$152K -$13.3K -432 -9%
BCA
407
Berman Capital Advisors
Georgia
$150K -$8.23K -267 -6%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$142K +$10.5K +342 +9%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$131K -$62.9K -2,038 -34%
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$123K -$30.9K -1,003 -21%
Federated Hermes
411
Federated Hermes
Pennsylvania
$117K +$2.9K +94 +3%
O
412
Ossiam
France
$111K +$102K +3,303 New
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$108K +$31.4K +1,017 +46%
SIM
414
Sentry Investment Management
Wisconsin
$107K -$472K -15,289 -83%
SBSB
415
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$98.3K +3,186 New
RIM
416
Rockbridge Investment Management
New York
$106K +$5.21K +169 +6%
LS
417
Livforsakringsbolaget Skandia
Sweden
$100K
HWA
418
Heritage Wealth Advisors
Virginia
$95.9K
SWM
419
Spire Wealth Management
Virginia
$81K +$74.3K +2,408 New
CIA
420
CSat Investment Advisory
Michigan
$75K +$617 +20 +0.9%
HI
421
Harbour Investments
Wisconsin
$71K +$65.4K +2,120 New
EP
422
Eudaimonia Partners
Tennessee
$70K +$62 +2 +0.1%
SAM
423
Shell Asset Management
Netherlands
$63K -$29.4K -952 -33%
WPA
424
West Paces Advisors
Georgia
$62.2K
SJIM
425
St. Johns Investment Management
Florida
$57K