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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
526
Carmel Capital Partners
California
$365K
AA
527
ALPS Advisors
Colorado
$362K -$84.7K -1,566 -20%
MRCM
528
M&R Capital Management
New Jersey
$354K
CHAM
529
Clear Harbor Asset Management
Connecticut
$352K
IWM
530
IHT Wealth Management
Illinois
$345K -$40K -739 -11%
EIP
531
Epoch Investment Partners
New York
$338K
DEA
532
DoubleLine ETF Adviser
Florida
$336K +$29.3K +541 +10%
GCWM
533
Graham Capital Wealth Management
District of Columbia
$335K -$73K -1,350 -19%
PCIA
534
Prime Capital Investment Advisors
Kansas
$333K +$757 +14 +0.2%
Capstone Investment Advisors
535
Capstone Investment Advisors
New York
$327K +$48.6K +898 +19%
CG
536
Cynosure Group
Utah
$325K +$298K +5,505 New
FSA
537
Financial Security Advisor
Virginia
$324K +$325 +6 +0.1%
BFG
538
Beacon Financial Group
Texas
$322K -$5.25K -97 -2%
AC
539
ASB Consultores
Florida
$322K +$295K +5,462 New
SAM
540
Shell Asset Management
Netherlands
$322K +$332K +6,141 New
CG
541
Caprock Group
Idaho
$320K +$16.4K +303 +6%
HWM
542
HB Wealth Management
Georgia
$316K -$41.8K -773 -13%
OCM
543
Osterweis Capital Management
California
$312K
FPAS
544
Focus Partners Advisor Solutions
Missouri
$308K +$283K +5,228 New
ST
545
Somerset Trust
Pennsylvania
$307K -$487 -9 -0.2%
CCWM
546
Cassaday & Co Wealth Management
Virginia
$303K +$811 +15 +0.3%
HI
547
Horizon Investments
North Carolina
$303K +$40.2K +743 +17%
MGIA
548
Moneta Group Investment Advisors
Missouri
$303K +$159K +2,945 +62%
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$301K +$276K +5,106 New
VI
550
Vestcor Inc
New Brunswick, Canada
$300K -$126K -2,328 -31%