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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
476
Heritage Family Offices
Arizona
$728K
NA
477
NewEdge Advisors
Louisiana
$722K +$75.7K +1,056 +12%
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$702K +$788 +11 +0.1%
Luther King Capital Management (LKCM)
479
Luther King Capital Management (LKCM)
Texas
$693K
William Blair & Company
480
William Blair & Company
Illinois
$691K +$22.9K +319 +4%
SOS
481
Silver Oak Securities
Tennessee
$690K +$673K +9,392 New
CCA
482
Cadent Capital Advisors
Oklahoma
$689K -$253K -3,526 -27%
NWMG
483
Nicholson Wealth Management Group
South Carolina
$688K +$397K +5,541 +145%
WPC
484
Wedmont Private Capital
Pennsylvania
$687K +$113K +1,574 +19%
BFS
485
Bradley Foster & Sargent
Connecticut
$686K -$29.5K -412 -4%
BBA
486
Baader Bank Aktiengesellschaft
Germany
$685K -$193K -2,690 -22%
EHAM
487
Eagle Harbor Asset Management
Washington
$678K -$28.4K -396 -4%
FFM
488
Fullerton Fund Management
Singapore
$673K +$67.4K +940 +11%
AV
489
ASR Vermogensbeheer
Netherlands
$669K +$39.8K +555 +6%
CCP
490
Carmel Capital Partners
California
$657K +$191K +2,668 +43%
CIA
491
Citadel Investment Advisory
Ohio
$656K -$12K -168 -2%
TA
492
Tectonic Advisors
Texas
$656K +$15.9K +222 +3%
FFA
493
Farther Finance Advisors
California
$655K +$20.1K +280 +3%
SFI
494
Siemens Fonds Invest
Germany
$654K +$45.4K +634 +8%
IA
495
IFC Advisors
California
$638K -$645 -9 -0.1%
TPW
496
Transatlantique Private Wealth
New York
$633K -$37.2K -519 -6%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$625K -$32.3K -451 -5%
IPW
498
Impact Partnership Wealth
Georgia
$625K -$588K -8,204 -49%
VI
499
Vestcor Inc
New Brunswick, Canada
$622K +$242K +3,380 +66%
FWIA
500
Fort Washington Investment Advisors
Ohio
$620K