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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
526
Osterweis Capital Management
California
$249K
S
527
SignatureFD
Georgia
$248K +$12K +263 +5%
EBA
528
Eagle Bay Advisors
New York
$248K +$11.8K +258 +5%
HAG
529
HighPoint Advisor Group
Illinois
$247K +$195K +4,278 New
ST
530
Somerset Trust
Pennsylvania
$246K -$67.5K -1,481 -22%
DEA
531
DoubleLine ETF Adviser
Florida
$243K +$235K +5,165 New
CCWM
532
Cassaday & Co Wealth Management
Virginia
$242K
CG
533
Caprock Group
Idaho
$241K +$233K +5,115 New
SOW
534
State of Wyoming
Wyoming
$240K +$44.9K +985 +24%
PWAC
535
Private Wealth Advisors (California)
California
$239K -$137 -3 -0.1%
CCA
536
Checchi Capital Advisers
California
$238K +$230K +5,052 New
OPTFSNA
537
Old Point Trust & Financial Services N A
Virginia
$235K +$228K +4,995 New
1WM
538
1900 Wealth Management
Texas
$235K
PFS
539
Prospera Financial Services
Texas
$229K -$17.5K -384 -7%
IC
540
IEQ Capital
California
$229K -$52.4K -1,149 -19%
ISL
541
Ingalls & Snyder LLC
New York
$227K
TCM
542
Teza Capital Management
Illinois
$225K +$218K +4,776 New
TWM
543
Thrive Wealth Management
Pennsylvania
$224K +$217K +4,761 New
MGIA
544
Moneta Group Investment Advisors
Missouri
$224K -$14.4K -317 -6%
JFL
545
Jarislowsky, Fraser Ltd
Quebec, Canada
$220K +$213K +4,671 New
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
$219K +$212K +4,655 New
MG
547
Mather Group
Illinois
$219K +$212K +4,647 New
AAM
548
Aureus Asset Management
Massachusetts
$219K +$212K +4,644 New
TNBTD
549
Trustmark National Bank Trust Department
Mississippi
$218K +$211K +4,620 New
BRWA
550
B. Riley Wealth Advisors
Florida
$216K -$202K -4,431 -49%