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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
501
Heritage Wealth Advisors
Virginia
$127K
NICM
502
Neo Ivy Capital Management
New York
$120K -$72.7K -1,824 -40%
PCH
503
Polar Capital Holdings
United Kingdom
$119K
VCM
504
Vigilant Capital Management
Maine
$118K -$89.8K -2,251 -46%
MCC
505
Money Concepts Capital
Florida
$113K +$102K +2,553 New
OIA
506
Optimum Investment Advisors
Illinois
$112K
GWM
507
Geneos Wealth Management
Colorado
$105K +$120 +3 +0.1%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$105K +$8.73K +219 +10%
CT
509
Cambridge Trust
Massachusetts
$98K -$5.94K -149 -6%
AFS
510
Annapolis Financial Services
Maryland
$96K -$40 -1 -0%
SIM
511
Sentry Investment Management
Wisconsin
$95K -$14.3K -359 -14%
JWA
512
JFS Wealth Advisors
Pennsylvania
$89K +$1.36K +34 +2%
SPIA
513
Steward Partners Investment Advisory
New York
$86K +$65.1K +1,633 +541%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$83K +$5.18K +130 +7%
WPA
515
West Paces Advisors
Georgia
$82.4K
SOW
516
State of Wyoming
Wyoming
$82K -$15.5K -389 -17%
EBA
517
Eagle Bay Advisors
New York
$82K +$2.23K +56 +3%
C
518
Covestor
United Kingdom
$81K +$33.4K +837 +85%
Federated Hermes
519
Federated Hermes
Pennsylvania
$78K +$70.3K +1,764 New
T
520
TOBAM
France
$68K +$16.9K +423 +38%
DZ Bank
521
DZ Bank
Germany
$61K +$53.8K +1,349 New
DMBA
522
Deseret Mutual Benefit Administrators
Utah
$58K -$9.61K -241 -15%
QC
523
Quent Capital
New York
$58K +$1.44K +36 +3%
CCA
524
Catalyst Capital Advisors
New York
$57K +$51.4K +1,290 New
PB
525
Pinnacle Bancorp
Nebraska
$55K -$40 -1 -0.1%