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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
Baron Wealth Management
Michigan
$392K +$19.7K +368 +5%
TCM
502
Tufton Capital Management
Maryland
$389K – – –
PTC
503
Private Trust Company
Ohio
$388K – – –
MA
504
MJP Associates
Connecticut
$386K +$15.1K +282 +4%
NGA
505
Naples Global Advisors
Florida
$384K – – –
HI
506
Harbour Investments
Wisconsin
$381K -$48K -896 -11%
CG
507
Cynosure Group
Utah
$370K +$83.7K +1,562 +28%
WAOI
508
Wealth Advisors of Iowa
Iowa
$365K – – –
IMCOOI
509
Investment Management Corp of Ontario (IMCO)
Canada
$362K +$104K +1,950 +39%
BS
510
Banco Santander
Spain
$358K +$549K +10,251 New
FA
511
Fiduciary Alliance
South Carolina
$357K – – –
DI
512
Diligent Investors
California
$354K – – –
IPAM
513
Investment Partners Asset Management
New Jersey
$354K – – –
SIA
514
Schechter Investment Advisors
Michigan
$353K -$12.9K -241 -3%
RBC
515
Romano Brothers & Co
Illinois
$352K – – –
ERIM
516
Eagle Ridge Investment Management
Connecticut
$349K – – –
DAS
517
Diversify Advisory Services
Utah
$349K -$416K -7,761 -54%
MG
518
Mather Group
Illinois
$348K +$67K +1,250 +27%
PL
519
Perpetual Ltd
Australia
$347K +$355K +6,627 New
CCM
520
Coldstream Capital Management
Washington
$346K +$19K +354 +6%
AWM
521
Axxcess Wealth Management
California
$333K -$542K -10,113 -61%
Bank Julius Baer & Co
522
Bank Julius Baer & Co
Switzerland
$326K +$33K +617 +12%
SLAM
523
Swiss Life Asset Management
$326K -$111K -2,075 -25%
UCFA
524
United Capital Financial Advisors
Texas
$325K -$17.1K -320 -5%
QCM
525
Qsemble Capital Management
New York
$324K +$332K +6,192 New