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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
551
Wealthspire Advisors (New York)
New York
$474K -$80.8K -1,128 -15%
FIM
552
Freedom Investment Management
Connecticut
$470K -$61.9K -864 -12%
TWM
553
Thrive Wealth Management
Pennsylvania
$470K +$21.1K +294 +5%
TSMHT
554
Thurston Springer Miller Herd & Titak
Indiana
$468K +$154K +2,150 +51%
FTWA
555
Fifth Third Wealth Advisors
Ohio
$467K -$26K -363 -5%
OCM
556
Osterweis Capital Management
California
$465K +$74.6K +1,041 +20%
HI
557
Harbour Investments
Wisconsin
$463K +$125K +1,737 +38%
NGA
558
Naples Global Advisors
Florida
$462K -$21.5K -300 -5%
PCA
559
Pallas Capital Advisors
Massachusetts
$462K +$105K +1,468 +30%
AWM
560
Axxcess Wealth Management
California
$460K -$9.25K -129 -2%
PTC
561
Private Trust Company
Ohio
$459K -$16.3K -228 -4%
AWM
562
AE Wealth Management
Kansas
$456K +$74K +1,033 +20%
GAA
563
Global Assets Advisory
Florida
$456K -$51.2K -715 -10%
Bank Julius Baer & Co
564
Bank Julius Baer & Co
Switzerland
$454K -$50.3K -702 -10%
QCG
565
Quadrant Capital Group
Ohio
$454K +$1K +14 +0.2%
WQ
566
Wealth Quarterback
New Jersey
$453K -$279K -3,888 -39%
OTPPB
567
Ontario Teachers' Pension Plan Board
Ontario, Canada
$449K +$438K +6,111 New
BOTPPF
568
Board of the Pension Protection Fund
United Kingdom
$448K -$265K -3,700 -38%
ATPW
569
Ashton Thomas Private Wealth
Arizona
$446K +$45.7K +637 +12%
GWM
570
Gibbs Wealth Management
Georgia
$444K -$111K -1,549 -20%
VWA
571
Visionary Wealth Advisors
Illinois
$436K +$426K +5,937 New
MG
572
Mather Group
Illinois
$435K -$645 -9 -0.2%
RBC
573
Romano Brothers & Co
Illinois
$435K
GPW
574
Genesis Private Wealth
Virginia
$435K -$67.7K -944 -14%
TC
575
TownSquare Capital
Utah
$434K -$3.1M -43,266 -88%