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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
451
Forum Financial Management
Illinois
$395K – – –
HH
452
Hilltop Holdings
Texas
$389K -$549K -12,638 -58%
RCA
453
Ranch Capital Advisors
Florida
$388K +$145K +3,336 +59%
QI
454
Qtron Investments
Massachusetts
$384K – – –
MPAM
455
Monarch Partners Asset Management
Massachusetts
$380K -$407K -9,375 -52%
Baird Financial Group
456
Baird Financial Group
Wisconsin
$374K +$377K +8,675 New
IAN
457
Integrated Advisors Network
Texas
$371K +$62K +1,428 +20%
OIA
458
OneDigital Investment Advisors
Kansas
$368K +$372K +8,558 New
SCM
459
Stevens Capital Management
Pennsylvania
$368K +$372K +8,559 New
CA
460
CoreCap Advisors
Michigan
$364K -$21K -483 -5%
BAMF
461
BI Asset Management Fondsmaeglerselskab
Denmark
$358K +$292K +6,723 +424%
LNC
462
Lincoln National Corp
Pennsylvania
$356K +$3.43K +79 +1%
CFA
463
CWS Financial Advisors
Michigan
$354K -$28.9K -666 -7%
NA
464
NewEdge Advisors
Louisiana
$353K +$356K +8,193 New
HW
465
Hamilton Wealth
California
$353K +$356K +8,195 New
WA
466
Wealth Alliance
New York
$348K -$43.7K -1,007 -11%
EHAM
467
Eagle Harbor Asset Management
Washington
$345K – – –
TF
468
Trek Financial
Arizona
$344K -$251K -5,775 -42%
CCP
469
Carmel Capital Partners
California
$344K – – –
MM
470
MQS Management
New York
$338K +$341K +7,859 New
GVAG
471
Great Valley Advisor Group
Delaware
$331K +$11.8K +271 +4%
BL
472
Balentine LLC
Georgia
$330K -$635K -14,631 -66%
BFS
473
Bard Financial Services
Connecticut
$327K – – –
RIM
474
Redpoint Investment Management
Australia
$327K – – –
SCA
475
Sage Capital Advisors
South Dakota
$323K +$326K +7,500 New