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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
Advisors Capital Management
New Jersey
$567K +$526K +7,393 New
RWP
527
RWA Wealth Partners
Massachusetts
$565K +$8.26K +116 +2%
MF
528
Manchester Financial
California
$561K -$307K -4,310 -37%
GIM
529
Glenmede Investment Management
Pennsylvania
$556K +$36.3K +510 +8%
CCP
530
Carmel Capital Partners
California
$554K -$121K -1,703 -19%
FFM
531
Forum Financial Management
Illinois
$546K +$71 +1 +0%
WAOI
532
Wealth Advisors of Iowa
Iowa
$538K +$9.82K +138 +2%
LFAS
533
Level Four Advisory Services
Texas
$537K -$7.48K -105 -1%
SO
534
STRS Ohio
Ohio
$532K -$2.8M -39,271 -85%
MG
535
Mather Group
Illinois
$531K +$71.8K +1,009 +17%
CHAM
536
Clear Harbor Asset Management
Connecticut
$529K +$1.07K +15 +0.2%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$528K +$491K +6,895 New
MWM
538
Maridea Wealth Management
New York
$528K +$10K +141 +2%
GCA
539
Greenwood Capital Associates
South Carolina
$521K -$41.2K -578 -8%
QCG
540
Quadrant Capital Group
Ohio
$521K +$43.9K +617 +10%
IPAM
541
Investment Partners Asset Management
New Jersey
$517K
SCA
542
Snowden Capital Advisors
New York
$517K -$35.1K -493 -7%
MYIA
543
Mount Yale Investment Advisors
Colorado
$514K +$445K +6,251 +1,359%
CIC
544
Carnegie Investment Counsel
Ohio
$511K
GAA
545
Global Assets Advisory
Florida
$508K +$27.1K +380 +6%
TWM
546
Thrive Wealth Management
Pennsylvania
$505K +$14.7K +206 +3%
CIC
547
Crawford Investment Counsel
Georgia
$498K -$17.8K -250 -4%
DI
548
Diligent Investors
California
$491K -$7.12K -100 -2%
BWM
549
Baron Wealth Management
Michigan
$491K -$13.2K -185 -3%
AO
550
Advisor OS
Illinois
$485K -$94.3K -1,324 -17%