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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
551
LGT Financial Advisors
Texas
$213K +$5.88K +129 +3%
AIMCA
552
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$212K +$205K +4,500 New
AMCA
553
Arthur M. Cohen & Associates
Illinois
$212K +$205K +4,500 New
HKIMG
554
Hutchens & Kramer Investment Management Group
Indiana
$212K -$28.2K -618 -12%
TB
555
Treynor Bancshares
Iowa
$212K +$205K +4,488 New
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$211K +$8.34K +183 +4%
AIM
557
AMI Investment Management
Indiana
$210K +$203K +4,458 New
PA
558
Profund Advisors
Maryland
$208K +$201K +4,413 New
CWM
559
Cornerstone Wealth Management
Missouri
$207K +$201K +4,400 New
HI
560
Horizon Investments
North Carolina
$207K -$1.64K -36 -0.8%
NP
561
NorthRock Partners
Minnesota
$204K +$201K +4,419 New
GWMIA
562
Global Wealth Management Investment Advisory
Florida
$204K
NIM
563
NEOS Investment Management
Connecticut
$204K +$197K +4,328 New
CCM
564
Carlson Capital Management
Minnesota
$203K +$196K +4,308 New
BW
565
BIP Wealth
Georgia
$201K +$195K +4,269 New
GFS
566
GYL Financial Synergies
Connecticut
$201K +$194K +4,265 New
MPIA
567
Mountain Pacific Investment Advisers
Idaho
$200K +$194K +4,253 New
ODG
568
O'Dell Group
Ohio
$191K +$185K +4,050 New
IHWM
569
Iron Horse Wealth Management
Iowa
$182K -$11.6K -255 -6%
NA
570
NewEdge Advisors
Louisiana
$182K -$983K -21,556 -85%
CCM
571
Chilton Capital Management
Texas
$173K
IPW
572
Impact Partnership Wealth
Georgia
$172K +$167K +3,654 New
UM
573
UniSuper Management
Australia
$172K +$63.7K +1,398 +62%
CFB
574
Cullen/Frost Bankers
Texas
$171K +$3.01K +66 +2%
AAM
575
Advisors Asset Management
Colorado
$160K +$155K +3,401 New