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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
451
Impact Partnership Wealth
Georgia
$853K +$187K +2,632 +31%
OAC
452
OMERS Administration Corp
Ontario, Canada
$847K
UB
453
UMB Bank
Missouri
$843K -$95K -1,334 -11%
VT
454
Vise Technologies
New York
$841K +$33.3K +468 +4%
FPAS
455
Focus Partners Advisor Solutions
Missouri
$836K -$616K -8,658 -44%
EA
456
Everpar Advisors
Oklahoma
$828K -$9.97K -140 -1%
Empower Advisory Group
457
Empower Advisory Group
Colorado
$824K +$1.42K +20 +0.2%
DFCM
458
Dark Forest Capital Management
Puerto Rico
$822K -$3.48M -48,906 -82%
MPAM
459
Murphy Pohlad Asset Management
Minnesota
$809K
FFA
460
Farther Finance Advisors
California
$808K +$116K +1,626 +18%
EF
461
Empirical Finance
Pennsylvania
$807K +$7.4K +104 +1%
OIA
462
OneDigital Investment Advisors
Kansas
$795K +$3.7K +52 +0.5%
CCA
463
Cobblestone Capital Advisors
New York
$791K
AA
464
Advisory Alpha
Michigan
$785K +$358K +5,024 +95%
LAM
465
L2 Asset Management
Massachusetts
$785K +$19.7K +277 +3%
GFA
466
Gifford Fong Associates
California
$776K
CBA
467
Coastal Bridge Advisors
Connecticut
$776K -$2.42K -34 -0.3%
KAM
468
KEB Asset Management
Illinois
$764K
PA
469
Procyon Advisors
Connecticut
$763K -$107K -1,506 -13%
WJWM
470
Williams Jones Wealth Management
New York
$762K -$7.12K -100 -1%
UCFA
471
United Capital Financial Advisors
Texas
$757K +$197K +2,767 +39%
FA
472
Fountainhead AM
New Jersey
$756K +$702K +9,866 New
CB
473
Commerce Bank
Missouri
$741K -$44.9K -630 -6%
TWM
474
Trueblood Wealth Management
Ohio
$738K +$150K +2,105 +28%
Tudor Investment Corp
475
Tudor Investment Corp
Connecticut
$734K +$682K +9,583 New