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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
426
Toth Financial Advisory
Virginia
$590K -$107K -2,212 -15%
PTC
427
Private Trust Company
Ohio
$588K +$3.33K +69 +0.6%
LA
428
LBP AM
France
$583K +$582K +12,059 New
CA
429
CoreCap Advisors
Michigan
$571K +$161K +3,336 +39%
CB
430
Commerce Bank
Missouri
$564K -$38.2K -792 -6%
AWS
431
Atria Wealth Solutions
New York
$561K +$116K +2,400 +26%
MAP
432
Moody Aldrich Partners
Massachusetts
$560K +$82.4K +1,708 +17%
V
433
Veritable
Delaware
$557K +$13.5K +280 +2%
UB
434
UMB Bank
Missouri
$553K -$48 -1 -0%
NCM
435
NCM Capital Management
New Jersey
$544K +$193 +4 +0%
BFM
436
Boothbay Fund Management
New York
$541K +$540K +11,187 New
GC
437
Gratus Capital
Georgia
$538K – – –
FBC
438
Fairfield, Bush & Co
Connecticut
$535K -$76K -1,575 -12%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$531K – – –
BCI
440
Brinker Capital Investments
Pennsylvania
$526K +$7.81K +162 +2%
HWAM
441
Hennion & Walsh Asset Management
New Jersey
$526K +$524K +10,868 New
EWA
442
EverSource Wealth Advisors
Alabama
$508K -$393K -8,145 -44%
SPIA
443
Steward Partners Investment Advisory
New York
$504K +$22.1K +458 +5%
BFS
444
Bradley Foster & Sargent
Connecticut
$503K +$57.9K +1,200 +13%
Cerity Partners
445
Cerity Partners
New York
$499K +$253K +5,244 +103%
PCA
446
Personal Capital Advisors
California
$496K +$289 +6 +0.1%
GFA
447
Gifford Fong Associates
California
$490K – – –
CT
448
Coastline Trust
Rhode Island
$489K -$19.5K -405 -4%
Baird Financial Group
449
Baird Financial Group
Wisconsin
$488K +$68K +1,410 +16%
HIM
450
Hillsdale Investment Management
Ontario, Canada
$487K +$470K +9,750 +3,095%