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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CG
476
Caprock Group
Idaho
$703K +$195K +2,904 +42%
WJWM
477
Williams Jones Wealth Management
New York
$700K
SOS
478
Silver Oak Securities
Tennessee
$697K +$45.6K +681 +7%
TA
479
Tectonic Advisors
Texas
$683K +$6.7K +100 +1%
CCP
480
Carmel Capital Partners
California
$683K +$53.7K +802 +9%
EA
481
Everpar Advisors
Oklahoma
$682K +$26.5K +396 +4%
OIA
482
OneDigital Investment Advisors
Kansas
$673K +$9.85K +147 +2%
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$668K +$16.3K +243 +3%
SIA
484
SeaBridge Investment Advisors
New Jersey
$666K -$40.2K -600 -6%
NMIMC
485
Northwestern Mutual Investment Management Company
Wisconsin
$665K -$6.97K -104 -1%
Luther King Capital Management (LKCM)
486
Luther King Capital Management (LKCM)
Texas
$665K
LA
487
LVW Advisors
New York
$659K -$71K -1,059 -10%
EOJOAM
488
E. Ohman J:or Asset Management
Sweden
$659K +$188K +2,800 +43%
RWM
489
Ritholtz Wealth Management
New York
$659K +$51.2K +764 +9%
SSA
490
Schonfeld Strategic Advisors
New York
$654K -$3.98M -59,365 -86%
XT
491
XTX Topco
Cayman Islands
$648K +$616K +9,193 New
CBA
492
Coastal Bridge Advisors
Connecticut
$648K -$73.2K -1,093 -11%
AIA
493
Arbor Investment Advisors
North Carolina
$643K +$611K +9,116 New
T
494
TOBAM
France
$641K -$396K -5,908 -39%
HH
495
Hilltop Holdings
Texas
$639K
CCM
496
Coldstream Capital Management
Washington
$638K +$59.6K +889 +11%
MSA
497
MUFG Securities Americas
New York
$625K +$41.1K +614 +7%
P
498
PensionDanmark
Denmark
$619K
FTWA
499
Fifth Third Wealth Advisors
Ohio
$618K +$243K +3,631 +71%
FWIA
500
Fort Washington Investment Advisors
Ohio
$615K -$41K -612 -7%