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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$268K +$11K +246 +4%
MRCM
527
M&R Capital Management
New Jersey
$266K – – –
BWM
528
Baron Wealth Management
Michigan
$262K +$8.19K +183 +3%
TMAM
529
Tokio Marine Asset Management
Japan
$260K – – –
WA
530
Wealth Alliance
New York
$260K -$82.3K -1,839 -23%
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$260K +$47.6K +1,063 +20%
GVAG
532
Great Valley Advisor Group
Delaware
$257K -$67.1K -1,500 -19%
QCM
533
Quantinno Capital Management
New York
$255K +$60.4K +1,350 +28%
SAM
534
Silvercrest Asset Management
New York
$254K – – –
KeyBank National Association
535
KeyBank National Association
Ohio
$248K +$268K +5,981 New
CG
536
Caprock Group
Idaho
$247K +$19.6K +439 +8%
LFAS
537
Level Four Advisory Services
Texas
$240K +$6.8K +152 +3%
EIP
538
Epoch Investment Partners
New York
$238K – – –
AA
539
AlphaCentric Advisors
Puerto Rico
$236K -$2.55K -57 -1%
PTC
540
Petrus Trust Company
Texas
$236K +$254K +5,682 New
PFS
541
Prospera Financial Services
Texas
$236K +$47.3K +1,057 +23%
DWP
542
Destiny Wealth Partners
Florida
$234K -$43.4K -969 -15%
CCA
543
Checchi Capital Advisers
California
$231K -$3.09K -69 -1%
IA
544
IFG Advisory
Georgia
$226K – – –
HI
545
Horizon Investments
North Carolina
$220K -$369K -8,257 -61%
OCM
546
Osterweis Capital Management
California
$220K -$9.39K -210 -4%
CCWM
547
Cassaday & Co Wealth Management
Virginia
$213K – – –
PCI
548
Planning Center Inc
Illinois
$211K – – –
PWAC
549
Private Wealth Advisors (California)
California
$210K +$227K +5,063 New
PI
550
PEAK6 Investments
Illinois
$210K +$226K +5,058 New