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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
EH
501
Equitable Holdings
New York
$647K +$84.7K +1,190 +16%
TPW
502
Transatlantique Private Wealth
New York
$644K -$15.5K -218 -3%
RWM
503
Ritholtz Wealth Management
New York
$638K -$4.27K -60 -0.7%
WA
504
Wealth Alliance
New York
$637K -$4.63K -65 -0.8%
Baird Financial Group
505
Baird Financial Group
Wisconsin
$635K +$30K +422 +5%
YIA
506
YHB Investment Advisors
Connecticut
$633K -$5.34K -75 -0.9%
TNBTD
507
Trustmark National Bank Trust Department
Mississippi
$621K +$60.7K +852 +12%
CG
508
Caprock Group
Idaho
$620K +$616K +8,650 New
MSA
509
MUFG Securities Americas
New York
$619K +$102K +1,438 +22%
AWM
510
Avior Wealth Management
Nebraska
$618K -$1.5K -21 -0.3%
DC
511
Dorval Corp
Minnesota
$616K +$712 +10 +0.1%
Squarepoint
512
Squarepoint
New York
$612K -$4.77K -67 -0.8%
PS
513
Principal Securities
Iowa
$611K -$29.2K -410 -5%
Brown Advisory
514
Brown Advisory
Maryland
$607K -$142 -2 -0%
BBHC
515
Brown Brothers Harriman & Co
New York
$598K -$6.62K -93 -1%
FA
516
Fiduciary Alliance
South Carolina
$594K -$29K -407 -5%
IWM
517
IHT Wealth Management
Illinois
$587K -$5.77K -81 -1%
P
518
Pitcairn
Pennsylvania
$586K -$563K -7,903 -51%
KRSITF
519
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$585K -$25.2K -354 -4%
BFS
520
Bard Financial Services
Connecticut
$582K
AFO
521
Aurelius Family Office
New Hampshire
$576K
SWP
522
Sagespring Wealth Partners
Tennessee
$575K -$14.7K -206 -3%
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$574K -$333K -4,671 -38%
Lazard Asset Management
524
Lazard Asset Management
New York
$573K -$1.22M -17,157 -70%
TCM
525
Tufton Capital Management
Maryland
$568K