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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
501
Fort Washington Investment Advisors
Ohio
$615K -$41K -612 -7%
MLL
502
Moody Lynn & Lieberson
Massachusetts
$614K +$6.43K +96 +1%
BFS
503
Bradley Foster & Sargent
Connecticut
$611K -$45.1K -673 -7%
DAS
504
Dynamic Advisor Solutions
Arizona
$611K +$128K +1,917 +28%
WA
505
Wealth Alliance
New York
$609K +$2.75K +41 +0.5%
PS
506
Principal Securities
Iowa
$607K +$128K +1,913 +29%
UCFA
507
United Capital Financial Advisors
Texas
$607K +$41.3K +616 +8%
FMI
508
Frec Markets Inc
California
$607K +$577K +8,609 New
BC
509
Bridgefront Capital
Texas
$607K +$576K +8,603 New
HSA
510
HBK Sorce Advisory
Pennsylvania
$604K +$5.43K +81 +1%
MG
511
Mather Group
Illinois
$602K +$145K +2,157 +34%
LNWTC
512
Laird Norton Wetherby Trust Company
Washington
$597K +$83.3K +1,243 +17%
NAM
513
NorthCrest Asset Manangement
Minnesota
$596K +$556K +8,300 New
SW
514
Simplicity Wealth
New Jersey
$589K +$251K +3,747 +81%
SFI
515
Siemens Fonds Invest
Germany
$579K -$35K -522 -6%
MWM
516
Mission Wealth Management
California
$576K +$236K +3,520 +76%
CPIG
517
Chicago Partners Investment Group
Illinois
$574K +$524K +7,816 New
Brown Advisory
518
Brown Advisory
Maryland
$573K +$141K +2,109 +35%
DC
519
Dorval Corp
Minnesota
$569K – – –
LCAM
520
London & Capital Asset Management
United Kingdom
$564K – – –
SAM
521
Securian Asset Management
Minnesota
$560K -$16.6K -248 -3%
ACM
522
Adalta Capital Management
New York
$558K -$78.7K -1,175 -13%
FA
523
Fiduciary Alliance
South Carolina
$551K +$4.42K +66 +0.9%
CFG
524
Citizens Financial Group
Rhode Island
$551K +$302K +4,512 +139%
AWM
525
Avior Wealth Management
Nebraska
$550K -$1.14K -17 -0.2%