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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
501
Brown Advisory
Maryland
$442K -$29.8K -531 -6%
MIH
502
Meitav Investment House
Israel
$440K
BMSSC
503
B. Metzler seel. Sohn & Co
Germany
$439K -$56 -1 -0%
RWM
504
Ritholtz Wealth Management
New York
$433K -$112 -2 -0%
BFS
505
Bard Financial Services
Connecticut
$431K
GT
506
Greenleaf Trust
Michigan
$430K +$561 +10 +0.1%
SCA
507
Sage Capital Advisors
South Dakota
$425K
CCM
508
Coldstream Capital Management
Washington
$423K +$44.9K +800 +12%
TCM
509
Tufton Capital Management
Maryland
$421K
BWM
510
Baron Wealth Management
Michigan
$419K -$5.56K -99 -1%
NGA
511
Naples Global Advisors
Florida
$416K
CW
512
CreativeOne Wealth
Kansas
$410K +$406K +7,224 New
RSWM
513
Robertson Stephens Wealth Management
California
$397K +$393K +7,005 New
WAOI
514
Wealth Advisors of Iowa
Iowa
$396K
IWM
515
IHT Wealth Management
Illinois
$392K +$105K +1,862 +37%
WLG
516
Williamson Legacy Group
Indiana
$388K -$209K -3,714 -35%
FA
517
Fiduciary Alliance
South Carolina
$384K
Baird Financial Group
518
Baird Financial Group
Wisconsin
$383K +$379K +6,754 New
IPAM
519
Investment Partners Asset Management
New Jersey
$383K
DI
520
Diligent Investors
California
$383K -$112 -2 -0%
ERIM
521
Eagle Ridge Investment Management
Connecticut
$383K +$4.1K +73 +1%
SIA
522
Schechter Investment Advisors
Michigan
$381K -$1.4K -25 -0.4%
RBC
523
Romano Brothers & Co
Illinois
$381K -$56 -1 -0%
GS
524
GTS Securities
Florida
$380K -$126K -2,238 -25%
MAM
525
Martingale Asset Management
Massachusetts
$375K -$2M -35,626 -84%