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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
CoreCap Advisors
Michigan
$335K +$331K +8,427 New
ATC
452
Argent Trust Co
Tennessee
$333K
GT
453
Glenmede Trust
Pennsylvania
$331K
PTC
454
Private Trust Company
Ohio
$330K -$118 -3 -0%
WA
455
Wealth Alliance
New York
$328K +$79.3K +2,016 +32%
EWA
456
EverSource Wealth Advisors
Alabama
$328K -$20K -508 -6%
QT
457
Quantamental Technologies
New York
$321K -$212K -5,382 -40%
RWM
458
Ritholtz Wealth Management
New York
$321K -$145K -3,681 -31%
AIC
459
Argus Investors Counsel
New York
$321K +$39 +1 +0%
Federated Hermes
460
Federated Hermes
Pennsylvania
$312K -$21.2M -540,518 -99%
William Blair & Company
461
William Blair & Company
Illinois
$311K +$13.4K +342 +5%
AA
462
ALPS Advisors
Colorado
$302K +$2.36K +60 +0.8%
BFS
463
Bard Financial Services
Connecticut
$301K
TCM
464
Tufton Capital Management
Maryland
$298K -$72.1K -1,835 -20%
SCA
465
Sage Capital Advisors
South Dakota
$298K
VI
466
Vestcor Inc
New Brunswick, Canada
$297K -$876K -22,274 -75%
FA
467
Fiduciary Alliance
South Carolina
$296K +$21.3K +542 +8%
BMSSC
468
B. Metzler seel. Sohn & Co
Germany
$294K
Baird Financial Group
469
Baird Financial Group
Wisconsin
$293K -$279K -7,094 -49%
WAOI
470
Wealth Advisors of Iowa
Iowa
$292K
KeyBank National Association
471
KeyBank National Association
Ohio
$291K +$52.8K +1,344 +22%
GLR
472
Great Lakes Retirement
Ohio
$288K -$2.95K -75 -1%
ACA
473
Aptus Capital Advisors
Alabama
$280K -$904 -23 -0.3%
GCWM
474
Graham Capital Wealth Management
District of Columbia
$279K +$276K +7,028 New
AWM
475
Avior Wealth Management
Nebraska
$277K +$472 +12 +0.2%