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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
CWS Financial Advisors
Michigan
$414K +$405K +9,776 New
DC
427
Davenport & Co
Virginia
$413K +$3.77K +91 +0.9%
BFS
428
Bradley Foster & Sargent
Connecticut
$412K
BBVA
429
Banco Bilbao Vizcaya Argentaria
Spain
$408K -$36.9K -890 -8%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$408K +$5.38K +130 +1%
CCA
431
Cobblestone Capital Advisors
New York
$407K
EHAM
432
Eagle Harbor Asset Management
Washington
$405K
PAS
433
Park Avenue Securities
New York
$402K +$394K +9,501 New
GT
434
Glenmede Trust
Pennsylvania
$400K +$61K +1,473 +18%
Wealthfront Advisers
435
Wealthfront Advisers
California
$399K +$40.9K +987 +12%
TW
436
TrinityPoint Wealth
Connecticut
$399K
FWIA
437
Fort Washington Investment Advisors
Ohio
$390K
LNC
438
Lincoln National Corp
Pennsylvania
$387K +$3.94K +95 +1%
FFM
439
Forum Financial Management
Illinois
$385K
CIA
440
Citadel Investment Advisory
Ohio
$385K
BRWA
441
B. Riley Wealth Advisors
Florida
$385K -$173K -4,181 -32%
MOS
442
MGO One Seven
Ohio
$383K +$375K +9,050 New
MPCG
443
Matrix Private Capital Group
New York
$380K +$497 +12 +0.1%
SCA
444
Snowden Capital Advisors
New York
$372K -$4.02K -97 -1%
ATC
445
Argent Trust Co
Tennessee
$367K +$11.7K +282 +3%
WA
446
Wealth Alliance
New York
$359K +$8.99K +217 +3%
QCM
447
Quantinno Capital Management
New York
$347K +$98.7K +2,382 +41%
AA
448
ALPS Advisors
Colorado
$344K +$22.1K +534 +7%
SWS
449
SYSTM Wealth Solutions
Illinois
$341K +$77.7K +1,876 +30%
FA
450
Fiduciary Alliance
South Carolina
$330K +$13.8K +333 +4%