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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$329K -$19.5K -471 -6%
FDP
452
Financiere des Professionnels
Quebec, Canada
$328K +$321K +7,755 New
AC
453
Avestar Capital
New York
$327K +$68K +1,641 +27%
RWM
454
Ritholtz Wealth Management
New York
$322K -$19.4K -468 -6%
BFS
455
Bard Financial Services
Connecticut
$321K
PTC
456
Private Trust Company
Ohio
$320K -$31.3K -755 -9%
SCA
457
Sage Capital Advisors
South Dakota
$317K
VI
458
Vestcor Inc
New Brunswick, Canada
$317K
TCM
459
Tufton Capital Management
Maryland
$314K -$3.11K -75 -1%
NGA
460
Naples Global Advisors
Florida
$314K +$304K +7,338 New
BMSSC
461
B. Metzler seel. Sohn & Co
Germany
$314K
TA
462
Tectonic Advisors
Texas
$313K +$306K +7,385 New
ESCM
463
Echo Street Capital Management
New York
$312K +$57.3K +1,383 +23%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$311K +$62.6K +1,511 +26%
WAOI
465
Wealth Advisors of Iowa
Iowa
$311K
Axa
466
Axa
France
$303K -$1.69M -40,763 -85%
AC
467
AXQ Capital
New Jersey
$301K +$294K +7,103 New
GT
468
Greenleaf Trust
Michigan
$297K +$291K +7,028 New
AWM
469
Avior Wealth Management
Nebraska
$295K
BWM
470
Baron Wealth Management
Michigan
$295K +$2.11K +51 +0.7%
RBC
471
Romano Brothers & Co
Illinois
$294K
FA
472
Faithward Advisors
Pennsylvania
$292K +$263K +6,359 New
SIA
473
Schechter Investment Advisors
Michigan
$290K +$5.01K +121 +2%
ACA
474
Aptus Capital Advisors
Alabama
$289K -$9.24K -223 -3%
William Blair & Company
475
William Blair & Company
Illinois
$287K -$43.3K -1,046 -13%