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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SOW
501
State of Wyoming
Wyoming
$308K +$147K +3,278 +79%
BP
502
Ballentine Partners
Massachusetts
$308K +$332K +7,412 New
BMSSC
503
B. Metzler seel. Sohn & Co
Germany
$307K +$77.9K +1,741 +31%
SCM
504
Stevens Capital Management
Pennsylvania
$305K -$94.1K -2,104 -22%
WAOI
505
Wealth Advisors of Iowa
Iowa
$305K – – –
GLR
506
Great Lakes Retirement
Ohio
$304K +$328K +7,323 New
IC
507
IEQ Capital
California
$303K +$327K +7,299 New
I
508
InceptionR
California
$303K +$326K +7,293 New
SEC
509
Seven Eight Capital
New York
$300K +$323K +7,229 New
ACA
510
Aptus Capital Advisors
Alabama
$294K -$268 -6 -0.1%
PFO
511
Pathstone Family Office
New Jersey
$292K -$309K -6,909 -52%
Brown Advisory
512
Brown Advisory
Maryland
$289K +$311K +6,960 New
AWM
513
Avior Wealth Management
Nebraska
$289K +$3.62K +81 +1%
SIA
514
Schechter Investment Advisors
Michigan
$289K +$671 +15 +0.2%
RBC
515
Romano Brothers & Co
Illinois
$288K – – –
FA
516
Fiduciary Alliance
South Carolina
$287K – – –
EHAM
517
Eagle Harbor Asset Management
Washington
$287K – – –
PRC
518
Pearl River Capital
Michigan
$286K +$308K +6,884 New
ST
519
Somerset Trust
Pennsylvania
$282K -$25K -559 -8%
DI
520
Diligent Investors
California
$280K – – –
ERIM
521
Eagle Ridge Investment Management
Connecticut
$279K -$15.1K -337 -5%
ALAM
522
Asahi Life Asset Management
Japan
$272K +$293K +6,555 New
KWM
523
Kingsview Wealth Management
Oregon
$272K -$179 -4 -0.1%
AT
524
American Trust
Kentucky
$270K -$94.7K -2,116 -25%
DFCM
525
Dark Forest Capital Management
Puerto Rico
$270K +$263K +5,874 +947%