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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
551
Tufton Capital Management
Maryland
$528K
CHAM
552
Clear Harbor Asset Management
Connecticut
$528K +$59.3K +968 +15%
ACM
553
Adalta Capital Management
New York
$528K +$391K +6,375 +610%
LFAS
554
Level Four Advisory Services
Texas
$525K -$33.1K -540 -7%
PCM
555
Penserra Capital Management
California
$517K +$315K +5,133 +240%
FIM
556
Freedom Investment Management
Connecticut
$516K -$93.4K -1,524 -17%
GT
557
Greenleaf Trust
Michigan
$513K -$26.7K -436 -6%
BWM
558
Baron Wealth Management
Michigan
$512K -$11K -180 -2%
MF
559
Magnetar Financial
Illinois
$509K +$439K +7,156 New
EH
560
Equitable Holdings
New York
$509K +$27.5K +449 +7%
FFM
561
Forum Financial Management
Illinois
$506K +$436K +7,111 New
DC
562
Dorval Corp
Minnesota
$506K
SWP
563
Sagespring Wealth Partners
Tennessee
$502K +$27.3K +445 +7%
AAP
564
Arax Advisory Partners
Colorado
$497K +$301K +4,913 +238%
DZ Bank
565
DZ Bank
Germany
$493K -$269K -4,392 -39%
CFO
566
Callan Family Office
Pennsylvania
$491K -$778K -12,694 -65%
Bank Julius Baer & Co
567
Bank Julius Baer & Co
Switzerland
$490K +$170K +2,775 +68%
WAOI
568
Wealth Advisors of Iowa
Iowa
$490K
GPW
569
Genesis Private Wealth
Virginia
$488K -$72K -1,175 -15%
USAA
570
United Services Automobile Association
Texas
$488K +$419K +6,845 New
KeyBank National Association
571
KeyBank National Association
Ohio
$485K +$30.2K +492 +8%
IPAM
572
Investment Partners Asset Management
New Jersey
$480K
CIC
573
Crawford Investment Counsel
Georgia
$480K +$414K +6,750 New
FTWA
574
Fifth Third Wealth Advisors
Ohio
$478K +$107K +1,754 +35%
CIC
575
Carnegie Investment Counsel
Ohio
$475K +$409K +6,670 New