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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Freedom Investment Management
Connecticut
$423K +$78.6K +1,454 +25%
BWM
502
Baron Wealth Management
Michigan
$419K -$2.11K -39 -0.5%
MA
503
MJP Associates
Connecticut
$418K +$77.4K +1,431 +25%
HCPC
504
Hamilton Capital Partners (Canada)
$417K -$199K -3,684 -34%
NIM
505
NEOS Investment Management
Connecticut
$417K +$149K +2,746 +63%
SIA
506
Schechter Investment Advisors
Michigan
$412K -$974 -18 -0.3%
WAOI
507
Wealth Advisors of Iowa
Iowa
$411K
MFG
508
Menard Financial Group
Texas
$411K +$377K +6,965 New
ACA
509
Aptus Capital Advisors
Alabama
$408K +$8.38K +155 +2%
OPTFSNA
510
Old Point Trust & Financial Services N A
Virginia
$403K +$99.8K +1,845 +37%
William Blair & Company
511
William Blair & Company
Illinois
$402K -$3.25K -60 -0.9%
WPC
512
Wedmont Private Capital
Pennsylvania
$399K +$11.1K +205 +3%
DI
513
Diligent Investors
California
$398K
IPAM
514
Investment Partners Asset Management
New Jersey
$398K
RBC
515
Romano Brothers & Co
Illinois
$396K -$12.2K -225 -3%
FA
516
Fiduciary Alliance
South Carolina
$395K -$8.6K -159 -2%
ERIM
517
Eagle Ridge Investment Management
Connecticut
$393K -$2.92K -54 -0.8%
AAM
518
Advisors Asset Management
Colorado
$392K +$175K +3,244 +95%
HFM
519
Harvest Fund Management
China
$388K +$356K +6,591 New
UCFA
520
United Capital Financial Advisors
Texas
$385K -$18.9K -349 -5%
BRWA
521
B. Riley Wealth Advisors
Florida
$385K +$240K +4,431 +97%
EWA
522
EverSource Wealth Advisors
Alabama
$385K -$14.9K -276 -4%
CCM
523
Coldstream Capital Management
Washington
$369K -$2.06K -38 -0.6%
AFG
524
Atomi Financial Group
New York
$367K +$22.1K +409 +7%
MLL
525
Moody Lynn & Lieberson
Massachusetts
$365K +$54 +1 +0%