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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
501
Silver Oak Securities
Tennessee
$619K -$1.1K -15 -0.2%
P
502
PensionDanmark
Denmark
$616K +$647K +8,780 New
EPW
503
Evolve Private Wealth
California
$605K +$636K +8,635 New
O
504
Ossiam
France
$600K -$402K -5,449 -39%
JSL
505
JT Stratford LLC
Georgia
$597K -$330K -4,476 -34%
HSA
506
HBK Sorce Advisory
Pennsylvania
$597K -$39.9K -541 -6%
WA
507
Wealth Alliance
New York
$596K +$13K +177 +2%
WPC
508
Wedmont Private Capital
Pennsylvania
$595K -$13K -176 -2%
VI
509
Vestcor Inc
New Brunswick, Canada
$594K – – –
RWM
510
Ritholtz Wealth Management
New York
$585K +$958 +13 +0.2%
AAP
511
Arax Advisory Partners
Colorado
$581K -$989K -13,422 -62%
HFO
512
Heritage Family Offices
Arizona
$580K -$67.3K -913 -10%
EHAM
513
Eagle Harbor Asset Management
Washington
$580K -$14.7K -199 -2%
YIA
514
YHB Investment Advisors
Connecticut
$579K – – –
SAM
515
Securian Asset Management
Minnesota
$572K -$461K -6,253 -43%
PA
516
Procyon Advisors
Connecticut
$572K -$133K -1,798 -18%
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$568K -$29.3K -398 -5%
TPW
518
Transatlantique Private Wealth
New York
$567K -$22.8K -310 -4%
MSA
519
MUFG Securities Americas
New York
$567K +$590 +8 +0.1%
DC
520
Dorval Corp
Minnesota
$565K +$737 +10 +0.1%
EFP
521
Elser Financial Planning
Indiana
$560K +$353K +4,792 New
IAIM
522
International Assets Investment Management
Florida
$558K +$586K +7,958 New
AWM
523
Avior Wealth Management
Nebraska
$547K -$19.7K -267 -3%
IWM
524
IHT Wealth Management
Illinois
$547K +$10K +136 +2%
FA
525
Fiduciary Alliance
South Carolina
$544K +$221 +3 +0%