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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
476
Brown Advisory
Maryland
$436K +$12.2K +228 +3%
SAM
477
Strategy Asset Managers
California
$433K +$584K +10,907 New
SGI
478
Summit Global Investments
Utah
$433K -$544K -10,155 -55%
TA
479
Tectonic Advisors
Texas
$432K +$43.2K +807 +11%
DC
480
Dorval Corp
Minnesota
$431K +$589 +11 +0.1%
HWMA
481
Heritage Wealth Management (Arizona)
Arizona
$429K -$54.5K -1,017 -11%
HFO
482
Heritage Family Offices
Arizona
$429K +$439K +8,187 New
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426K -$380K -7,089 -47%
KeyBank National Association
484
KeyBank National Association
Ohio
$426K +$36.2K +675 +9%
WA
485
Wealth Alliance
New York
$420K -$18.2K -339 -4%
BA
486
Bridgewater Associates
Connecticut
$417K +$426K +7,955 New
SSA
487
Schonfeld Strategic Advisors
New York
$413K -$8.04M -150,096 -95%
HF
488
HRT Financial
New York
$411K +$420K +7,848 New
AWM
489
Avior Wealth Management
Nebraska
$408K -$116K -2,161 -22%
FIM
490
Freedom Investment Management
Connecticut
$407K +$31.8K +594 +8%
BMSSC
491
B. Metzler seel. Sohn & Co
Germany
$405K +$17.5K +327 +4%
VWM
492
Venturi Wealth Management
Texas
$404K +$383K +7,145 +1,274%
WPC
493
Wedmont Private Capital
Pennsylvania
$403K +$223K +4,158 +58%
RWM
494
Ritholtz Wealth Management
New York
$400K -$1.18K -22 -0.3%
CIM
495
Contravisory Investment Management
Massachusetts
$398K +$407K +7,602 New
BFS
496
Bard Financial Services
Connecticut
$398K
GT
497
Greenleaf Trust
Michigan
$396K +$10.6K +197 +3%
MIH
498
Meitav Investment House
Israel
$393K
SCA
499
Sage Capital Advisors
South Dakota
$393K
BWM
500
Baron Wealth Management
Michigan
$392K +$19.7K +368 +5%