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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
401
Empirical Asset Management
Massachusetts
$831K +$310K +5,514 +60%
OPTFSNA
402
Old Point Trust & Financial Services N A
Virginia
$826K +$112K +1,997 +16%
KAS
403
Kestra Advisory Services
Texas
$825K +$29.6K +527 +4%
KCM
404
Kornitzer Capital Management
Kansas
$800K +$170K +3,036 +27%
BP
405
Ballentine Partners
Massachusetts
$799K -$6.12K -109 -0.8%
SOS
406
Silver Oak Securities
Tennessee
$793K +$721K +12,849 +1,045%
CA
407
Claro Advisors
Massachusetts
$792K +$28K +498 +4%
CF
408
Cyr Financial
Illinois
$788K +$23.2K +413 +3%
EFMC
409
Empire Financial Management Company
New York
$782K -$1.35K -24 -0.2%
BAM
410
Bellevue Asset Management
Washington
$767K +$730 +13 +0.1%
Wealth Enhancement Advisory Services
411
Wealth Enhancement Advisory Services
Minnesota
$760K +$116K +2,067 +18%
CWM
412
Compass Wealth Management
Connecticut
$756K -$168 -3 -0%
GAM
413
Gotham Asset Management
New York
$756K -$176K -3,128 -19%
NWAG
414
Net Worth Advisory Group
Utah
$744K +$736K +13,113 New
Boston Partners
415
Boston Partners
Massachusetts
$743K -$7.41M -131,960 -91%
MPAM
416
Murphy Pohlad Asset Management
Minnesota
$737K -$112 -2 -0%
CCA
417
Cadent Capital Advisors
Oklahoma
$732K -$112 -2 -0%
GCP
418
GSA Capital Partners
United Kingdom
$732K +$725K +12,908 New
Focus Partners Wealth
419
Focus Partners Wealth
Massachusetts
$727K -$5.23M -93,157 -88%
CIS
420
Custom Index Systems
New York
$713K +$239K +4,256 +51%
NIM
421
NEOS Investment Management
Connecticut
$709K +$137K +2,436 +24%
DC
422
Davenport & Co
Virginia
$708K +$76.6K +1,364 +12%
NB
423
Norinchukin Bank
Japan
$707K +$96.9K +1,726 +16%
SC
424
Savant Capital
Illinois
$700K +$693K +12,344 New
TSW
425
Thompson Siegel & Walmsley
Virginia
$697K -$112 -2 -0%