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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FW
526
FirstPurpose Wealth
Utah
$210K +$212K +4,889 New
MA
527
MJP Associates
Connecticut
$209K +$211K +4,854 New
SA
528
Syntax Advisors
New York
$208K +$15.4K +354 +8%
VCG
529
Vantage Consulting Group
Virginia
$208K +$15.4K +354 +8%
OR
530
Olympiad Research
Connecticut
$207K +$209K +4,815 New
FPAS
531
Focus Partners Advisor Solutions
Missouri
$206K +$16.9K +389 +9%
CCA
532
Column Capital Advisors
Indiana
$206K +$16.9K +390 +9%
BMSSC
533
B. Metzler seel. Sohn & Co
Germany
$204K -$326K -7,500 -61%
MC
534
Maverick Capital
Texas
$203K +$204K +4,706 New
JFL
535
Jarislowsky, Fraser Ltd
Quebec, Canada
$201K – – –
AA
536
AlphaCentric Advisors
Puerto Rico
$197K +$198K +4,566 New
HIA
537
Harbor Investment Advisory
Maryland
$197K +$199K +4,575 New
CIA
538
Capital Impact Advisors
Massachusetts
$193K -$45.9K -1,057 -19%
IHWM
539
Iron Horse Wealth Management
Iowa
$177K +$31.2K +718 +21%
ODG
540
O'Dell Group
Ohio
$174K – – –
CTC
541
Central Trust Company
Missouri
$171K -$3.69K -85 -2%
AIP
542
Ameritas Investment Partners
Nebraska
$169K – – –
WFA
543
Wipfli Financial Advisors
Wisconsin
$147K +$148K +3,413 New
GC
544
Globeflex Capital
California
$136K – – –
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$134K +$9.77K +225 +8%
ETH
546
Exos TFP Holdings
New York
$133K +$135K +3,101 New
WT
547
Whittier Trust
California
$130K +$86.4K +1,991 +193%
EBA
548
Eagle Bay Advisors
New York
$127K -$19.9K -458 -13%
HWA
549
Heritage Wealth Advisors
Virginia
$123K – – –
FHA
550
First Horizon Advisors
Tennessee
$123K +$104K +2,394 +497%