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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$319K -$3.65K -80 -1%
DI
502
Diligent Investors
California
$318K
IPAM
503
Investment Partners Asset Management
New Jersey
$318K +$308K +6,750 New
ERIM
504
Eagle Ridge Investment Management
Connecticut
$317K
IWM
505
IHT Wealth Management
Illinois
$311K +$9.57K +210 +3%
SFA
506
Sequoia Financial Advisors
Ohio
$300K +$290K +6,372 New
CCM
507
Coldstream Capital Management
Washington
$297K -$3.56K -78 -1%
MLL
508
Moody Lynn & Lieberson
Massachusetts
$292K +$775 +17 +0.3%
CCP
509
Carmel Capital Partners
California
$292K -$12.2K -268 -4%
Nomura Holdings
510
Nomura Holdings
Japan
$291K +$281K +6,171 New
HWM
511
HB Wealth Management
Georgia
$289K +$280K +6,134 New
MRCM
512
M&R Capital Management
New Jersey
$283K
CHAM
513
Clear Harbor Asset Management
Connecticut
$282K -$4.1K -90 -1%
IA
514
IFG Advisory
Georgia
$274K +$20.2K +444 +8%
AFG
515
Atomi Financial Group
New York
$274K +$265K +5,819 New
GS
516
GTS Securities
Florida
$274K +$265K +5,817 New
BPC
517
Banque Pictet & Cie
Switzerland
$273K -$989K -21,700 -79%
EIP
518
Epoch Investment Partners
New York
$270K
FIM
519
Freedom Investment Management
Connecticut
$270K +$261K +5,727 New
MA
520
MJP Associates
Connecticut
$267K +$7.89K +173 +3%
PCIA
521
Prime Capital Investment Advisors
Kansas
$265K +$257K +5,631 New
BFG
522
Beacon Financial Group
Texas
$262K +$254K +5,565 New
PCM
523
Prelude Capital Management
New York
$259K +$13.8K +303 +6%
OR
524
Olympiad Research
Connecticut
$259K +$22.4K +492 +10%
FSA
525
Financial Security Advisor
Virginia
$259K -$2.33K -51 -0.9%