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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BNC Wealth Management
Oregon
$414K +$372K +9,318 New
KRSITF
402
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$412K +$35.7K +896 +11%
MCM
403
MAI Capital Management
Ohio
$409K -$798 -20 -0.2%
TW
404
TrinityPoint Wealth
Connecticut
$409K +$558 +14 +0.2%
FFM
405
Forum Financial Management
Illinois
$408K -$4.47K -112 -1%
PP
406
Prudential plc
United Kingdom
$403K +$362K +9,081 New
M1FG
407
Mach-1 Financial Group
Arkansas
$400K +$21.7K +543 +6%
TC
408
Toews Corporation
New Jersey
$400K +$359K +9,000 New
William Blair & Company
409
William Blair & Company
Illinois
$398K -$53.8K -1,349 -13%
BFS
410
Bradley Foster & Sargent
Connecticut
$398K -$40 -1 -0%
CW
411
Connectus Wealth
Ohio
$397K -$144K -3,611 -33%
CFA
412
CWS Financial Advisors
Michigan
$392K +$1.68K +42 +0.5%
WAM
413
Wakefield Asset Management
Colorado
$381K +$342K +8,586 New
CCP
414
Carmel Capital Partners
California
$380K – – –
Wealthfront Advisers
415
Wealthfront Advisers
California
$376K +$57.9K +1,453 +21%
APA
416
American Portfolios Advisors
New York
$372K +$48.3K +1,210 +17%
DC
417
Davenport & Co
Virginia
$365K -$11.5K -288 -3%
LNC
418
Lincoln National Corp
Pennsylvania
$364K +$3.47K +87 +1%
GVAG
419
Great Valley Advisor Group
Delaware
$363K -$44.9K -1,125 -12%
VIA
420
Vident Investment Advisory
Georgia
$361K +$56K +1,403 +21%
EHAM
421
Eagle Harbor Asset Management
Washington
$355K -$9.13K -229 -3%
SLG
422
Stanley-Laman Group
Pennsylvania
$355K +$319K +7,998 New
SIA
423
Schechter Investment Advisors
Michigan
$349K -$20.9K -524 -6%
BFS
424
Bard Financial Services
Connecticut
$337K -$160 -4 -0.1%
ST
425
Somerset Trust
Pennsylvania
$331K -$1.75K -44 -0.6%