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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FIB
451
First Interstate Bank
Montana
$11K – – –
LWM
452
Lenox Wealth Management
Ohio
$10K – – –
VRM
453
Vectors Research Management
New York
$10K – – –
HWM
454
Howard Wealth Management
Connecticut
$10K +$10.4K +338 New
OPS
455
Orion Portfolio Solutions
Nebraska
$9K +$9.23K +299 New
SL
456
Savior LLC
Massachusetts
$9K +$9.45K +306 New
AS
457
Altshuler Shaham
Israel
$8K -$391K -12,663 -98%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
FPS
459
Fieldpoint Private Securities
Connecticut
$8K +$8.49K +275 New
VCM
460
Versant Capital Management
Arizona
$7K – – –
QCG
461
Quadrant Capital Group
Ohio
$7K +$1.67K +54 +21%
First Manhattan
462
First Manhattan
New York
$6K – – –
HIA
463
Harbor Investment Advisory
Maryland
$6K +$5.71K +185 New
PCM
464
Penserra Capital Management
California
$6K +$5.83K +189 New
CFN
465
Cordasco Financial Network
Florida
$5K – – –
SA
466
SRH Advisors
Kansas
$5K – – –
TCM
467
Tradewinds Capital Management
Washington
$5K – – –
ZB
468
Zions Bancorporation
Utah
$5K – – –
UOTTAIMCU
469
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5K +$4.94K +160 New
GDP
470
Great Diamond Partners
Maine
$5K +$5.06K +164 New
EARNEST Partners
471
EARNEST Partners
Georgia
$4K – – –
PAI
472
Pittenger & Anderson Inc
Nebraska
$3K – – –
Fidelity International
473
Fidelity International
Bermuda
$3K +$2.78K +90 New
CFFP
474
Center for Financial Planning
Michigan
$3K +$2.93K +95 New
RFA
475
Reilly Financial Advisors
California
$3K +$3.27K +106 New