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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
MM
451
MQS Management
New York
$429K +$462K +10,335 New
KAS
452
Kestra Advisory Services
Texas
$423K -$627K -14,021 -58%
GFA
453
Gifford Fong Associates
California
$420K
CT
454
Coastline Trust
Rhode Island
$419K
SAM
455
Strategy Asset Managers
California
$419K -$197K -4,401 -30%
CCI
456
Credit Capital Investments
New Jersey
$417K +$449K +10,038 New
Lazard Asset Management
457
Lazard Asset Management
New York
$416K +$210K +4,689 +87%
HIM
458
Hillsdale Investment Management
Ontario, Canada
$414K -$4.03K -90 -0.9%
AF
459
Advisornet Financial
Minnesota
$407K -$3.62K -81 -0.8%
CIA
460
Citadel Investment Advisory
Ohio
$406K
CCA
461
Cobblestone Capital Advisors
New York
$399K
NMIMC
462
Northwestern Mutual Investment Management Company
Wisconsin
$399K -$268 -6 -0.1%
RCA
463
Ranch Capital Advisors
Florida
$393K -$3.4K -76 -0.8%
BHCM
464
Boulder Hill Capital Management
New York
$392K +$423K +9,450 New
TW
465
TrinityPoint Wealth
Connecticut
$391K +$4.47K +100 +1%
FTDI
466
First Trust Direct Indexing
Massachusetts
$388K +$418K +9,339 New
TCM
467
Tufton Capital Management
Maryland
$387K +$418K +9,335 New
FWIA
468
Fort Washington Investment Advisors
Ohio
$383K
GCP
469
GSA Capital Partners
United Kingdom
$381K +$411K +9,185 New
DC
470
Davenport & Co
Virginia
$380K -$30.3K -678 -7%
FFM
471
Forum Financial Management
Illinois
$378K
II
472
Inspire Investing
Idaho
$374K +$86.4K +1,932 +27%
MPCG
473
Matrix Private Capital Group
New York
$369K -$39K -872 -9%
SCA
474
Snowden Capital Advisors
New York
$367K -$23.1K -516 -6%
LNC
475
Lincoln National Corp
Pennsylvania
$367K -$134 -3 -0%