We are live on ! Find out more
WRB icon

W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
476
Custom Index Systems
New York
$436K +$446K +8,319 New
Brown Advisory
477
Brown Advisory
Maryland
$436K +$12.2K +228 +3%
SAM
478
Strategy Asset Managers
California
$433K +$584K +10,907 New
SGI
479
Summit Global Investments
Utah
$433K -$544K -10,155 -55%
TA
480
Tectonic Advisors
Texas
$432K +$43.2K +807 +11%
DC
481
Dorval Corp
Minnesota
$431K +$589 +11 +0.1%
HWMA
482
Heritage Wealth Management (Arizona)
Arizona
$429K -$54.5K -1,017 -11%
HFO
483
Heritage Family Offices
Arizona
$429K +$439K +8,187 New
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426K -$380K -7,089 -47%
KeyBank National Association
485
KeyBank National Association
Ohio
$426K +$36.2K +675 +9%
WA
486
Wealth Alliance
New York
$420K -$18.2K -339 -4%
BA
487
Bridgewater Associates
Connecticut
$417K +$426K +7,955 New
SSA
488
Schonfeld Strategic Advisors
New York
$413K -$8.04M -150,096 -95%
HF
489
HRT Financial
New York
$411K +$420K +7,848 New
AWM
490
Avior Wealth Management
Nebraska
$408K -$116K -2,161 -22%
FIM
491
Freedom Investment Management
Connecticut
$407K +$31.8K +594 +8%
BMSSC
492
B. Metzler seel. Sohn & Co
Germany
$405K +$17.5K +327 +4%
VWM
493
Venturi Wealth Management
Texas
$404K +$383K +7,145 +1,274%
WPC
494
Wedmont Private Capital
Pennsylvania
$403K +$223K +4,158 +58%
RWM
495
Ritholtz Wealth Management
New York
$400K -$1.18K -22 -0.3%
CIM
496
Contravisory Investment Management
Massachusetts
$398K +$407K +7,602 New
BFS
497
Bard Financial Services
Connecticut
$398K – – –
GT
498
Greenleaf Trust
Michigan
$396K +$10.6K +197 +3%
MIH
499
Meitav Investment House
Israel
$393K – – –
SCA
500
Sage Capital Advisors
South Dakota
$393K – – –