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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
Baron Wealth Management
Michigan
$262K +$8.19K +183 +3%
TMAM
527
Tokio Marine Asset Management
Japan
$260K
WA
528
Wealth Alliance
New York
$260K -$82.3K -1,839 -23%
Fifth Third Bancorp
529
Fifth Third Bancorp
Ohio
$260K +$47.6K +1,063 +20%
GVAG
530
Great Valley Advisor Group
Delaware
$257K -$67.1K -1,500 -19%
QCM
531
Quantinno Capital Management
New York
$255K +$60.4K +1,350 +28%
SAM
532
Silvercrest Asset Management
New York
$254K
KeyBank National Association
533
KeyBank National Association
Ohio
$248K +$268K +5,981 New
CG
534
Caprock Group
Idaho
$247K +$19.6K +439 +8%
LFAS
535
Level Four Advisory Services
Texas
$240K +$6.8K +152 +3%
EIP
536
Epoch Investment Partners
New York
$238K
AA
537
AlphaCentric Advisors
Puerto Rico
$236K -$2.55K -57 -1%
PTC
538
Petrus Trust Company
Texas
$236K +$254K +5,682 New
PFS
539
Prospera Financial Services
Texas
$236K +$47.3K +1,057 +23%
DWP
540
Destiny Wealth Partners
Florida
$234K -$43.4K -969 -15%
CCA
541
Checchi Capital Advisers
California
$231K -$3.09K -69 -1%
IA
542
IFG Advisory
Georgia
$226K
HI
543
Horizon Investments
North Carolina
$220K -$369K -8,257 -61%
OCM
544
Osterweis Capital Management
California
$220K -$9.39K -210 -4%
CCWM
545
Cassaday & Co Wealth Management
Virginia
$213K
PCI
546
Planning Center Inc
Illinois
$211K
PWAC
547
Private Wealth Advisors (California)
California
$210K +$227K +5,063 New
PI
548
PEAK6 Investments
Illinois
$210K +$226K +5,058 New
WPC
549
Wedmont Private Capital
Pennsylvania
$209K +$19.6K +438 +10%
AIM
550
AMI Investment Management
Indiana
$204K -$70.1K -1,566 -24%