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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
CFO4Life Group
Texas
$476K +$522K +11,472 New
RWM
427
Ritholtz Wealth Management
New York
$474K +$163K +3,577 +52%
MYAM
428
Meiji Yasuda Asset Management
Japan
$474K +$473K +10,410 New
HI
429
Horizon Investments
North Carolina
$474K +$473K +10,413 New
MPCG
430
Matrix Private Capital Group
New York
$471K
PCA
431
Personal Capital Advisors
California
$466K
CCG
432
Capital CS Group
California
$466K +$466K +10,239 New
GFA
433
Gifford Fong Associates
California
$461K
CW
434
Connectus Wealth
Ohio
$460K +$131K +2,880 +40%
AF
435
Advisornet Financial
Minnesota
$446K
FWIA
436
Fort Washington Investment Advisors
Ohio
$445K
EAM
437
Empirical Asset Management
Massachusetts
$444K +$444K +9,758 New
CIA
438
Citadel Investment Advisory
Ohio
$441K
Wolverine Trading
439
Wolverine Trading
Illinois
$440K -$174K -3,831 -28%
CCA
440
Cobblestone Capital Advisors
New York
$438K
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
$433K +$433K +9,525 New
MCM
442
MAI Capital Management
Ohio
$432K +$11.9K +262 +3%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$430K +$165K +3,634 +62%
PP
444
Prudential plc
United Kingdom
$427K +$13.6K +300 +3%
William Blair & Company
445
William Blair & Company
Illinois
$426K +$17.8K +391 +4%
TW
446
TrinityPoint Wealth
Connecticut
$420K
FFM
447
Forum Financial Management
Illinois
$417K -$1.73K -38 -0.4%
WA
448
Wealth Alliance
New York
$414K -$25.1K -552 -6%
BFS
449
Bradley Foster & Sargent
Connecticut
$408K
CA
450
CoreCap Advisors
Michigan
$407K +$407K +8,948 New