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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
451
Aureus Asset Management
Massachusetts
$279K – – –
BMSSC
452
B. Metzler seel. Sohn & Co
Germany
$277K -$80 -2 -0%
TFA
453
Toth Financial Advisory
Virginia
$275K +$247K +6,188 New
BAM
454
Blueshift Asset Management
New Jersey
$274K -$1.51M -37,862 -86%
PFS
455
Prospera Financial Services
Texas
$260K +$233K +5,852 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$258K +$232K +5,816 New
FA
457
Fermata Advisors
California
$257K -$17.5K -440 -7%
CCM
458
Coldstream Capital Management
Washington
$257K -$7.46K -187 -3%
EIP
459
Epoch Investment Partners
New York
$255K – – –
CI
460
Cigna Investments
Connecticut
$254K -$63.7K -1,598 -22%
CIBC World Market
461
CIBC World Market
Ontario, Canada
$254K +$229K +5,732 New
ZCA
462
Zeke Capital Advisors
Pennsylvania
$253K +$228K +5,714 New
CAM
463
Cresset Asset Management
Illinois
$250K -$4.67K -117 -2%
BRWM
464
B. Riley Wealth Management
Tennessee
$250K +$225K +5,631 New
OCM
465
Osterweis Capital Management
California
$244K +$40 +1 +0%
CCM
466
Carlson Capital Management
Minnesota
$244K +$219K +5,487 New
GT
467
Glenmede Trust
Pennsylvania
$241K -$4.27K -107 -2%
Loomis, Sayles & Company
468
Loomis, Sayles & Company
Massachusetts
$238K +$214K +5,355 New
TB
469
Treynor Bancshares
Iowa
$237K -$14.1K -353 -6%
IA
470
IFP Advisors
Florida
$233K +$54.8K +1,373 +44%
NI
471
Nuance Investments
Missouri
$230K -$86.2M -2,160,211 -100%
TI
472
Tidal Investments
Wisconsin
$227K +$2.03M +51,015 New
EWM
473
Empirical Wealth Management
Washington
$226K -$65.6K -1,646 -24%
CCA
474
Column Capital Advisors
Indiana
$225K -$43.2K -1,083 -18%
Schroder Investment Management Group
475
Schroder Investment Management Group
United Kingdom
$224K -$40 -1 -0%