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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Shell Asset Management
Netherlands
$33K -$31.2K -900 -48%
DSC
452
Duncker Streett & Co
Missouri
$33K
WT
453
Whittier Trust
California
$32K
CWA
454
Clearview Wealth Advisors
Oregon
$26K
GAM
455
Gemmer Asset Management
California
$26K
BEI
456
Benjamin Edwards Inc
Missouri
$25K +$25.9K +749 New
First Manhattan
457
First Manhattan
New York
$24K
Bessemer Group
458
Bessemer Group
New Jersey
$24K +$1.14K +33 +5%
HNB
459
Huntington National Bank
Ohio
$23K +$8.48K +245 +53%
RCA
460
Ranch Capital Advisors
Florida
$22K -$23.4K -675 Closed
TC
461
Trust Company
Kansas
$22K
HC
462
Hoese & Co
Minnesota
$22K +$23.4K +675 New
S
463
SignatureFD
Georgia
$20K -$554 -16 -3%
CI
464
CX Institutional
Indiana
$19K +$1.39K +40 +8%
PA
465
Parallel Advisors
California
$18K +$4.12K +119 +28%
LPWM
466
Lake Point Wealth Management
Texas
$18K +$18.7K +540 New
FI
467
FormulaFolio Investments
Michigan
$17K
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.25K +36 +8%
FPS
469
Fieldpoint Private Securities
Connecticut
$15K
TFO
470
Tarbox Family Office
California
$15K
BWL
471
Bogart Wealth LLC
Virginia
$13K
PWMG
472
Prestige Wealth Management Group
New Jersey
$13K
CAGAS
473
Capital Advisory Group Advisory Services
Minnesota
$11K
SPIA
474
Steward Partners Investment Advisory
New York
$11K +$2.49K +72 +28%
SIM
475
Sentry Investment Management
Wisconsin
$10K -$100K -2,896 -90%