We are live on ! Find out more
WRB icon

W.R. Berkley

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