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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Ritholtz Wealth Management
New York
$617K +$12.4K +173 +2%
WA
502
Wealth Alliance
New York
$616K +$4.95K +69 +0.8%
PS
503
Principal Securities
Iowa
$616K +$102K +1,429 +21%
YIA
504
YHB Investment Advisors
Connecticut
$612K
EWA
505
EverSource Wealth Advisors
Alabama
$610K +$13.3K +186 +2%
ACM
506
Adalta Capital Management
New York
$600K +$53.8K +750 +10%
FA
507
Fiduciary Alliance
South Carolina
$599K -$358 -5 -0.1%
AWM
508
Avior Wealth Management
Nebraska
$594K +$4.3K +60 +0.7%
Squarepoint
509
Squarepoint
New York
$592K -$710K -9,908 -55%
DC
510
Dorval Corp
Minnesota
$590K +$1.43K +20 +0.2%
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$587K -$39.7K -554 -6%
Brown Advisory
512
Brown Advisory
Maryland
$582K -$51.4K -717 -8%
BBHC
513
Brown Brothers Harriman & Co
New York
$581K +$33.3K +464 +6%
Baird Financial Group
514
Baird Financial Group
Wisconsin
$578K -$9.46K -132 -2%
RE
515
Rydar Equities
Texas
$573K +$559K +7,795 New
Walleye Capital
516
Walleye Capital
New York
$569K +$140K +1,953 +34%
IWM
517
IHT Wealth Management
Illinois
$569K +$4.95K +69 +0.9%
CCM
518
Coldstream Capital Management
Washington
$567K -$67.2K -937 -11%
SWP
519
Sagespring Wealth Partners
Tennessee
$567K +$47.1K +657 +9%
AO
520
Advisor OS
Illinois
$563K -$34.2K -477 -6%
WCM
521
Washington Capital Management
Washington
$558K -$129K -1,800 -19%
BFS
522
Bard Financial Services
Connecticut
$558K
TWM
523
Trueblood Wealth Management
Ohio
$553K +$540K +7,528 New
AFO
524
Aurelius Family Office
New Hampshire
$552K
TCM
525
Tufton Capital Management
Maryland
$545K