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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
551
Osterweis Capital Management
California
$485K
NGA
552
Naples Global Advisors
Florida
$482K
WIA
553
World Investment Advisors
California
$480K +$55.7K +783 +14%
UBS AM
554
UBS AM
Illinois
$477K -$31.2M -438,704 -99%
FTWA
555
Fifth Third Wealth Advisors
Ohio
$473K -$12.7K -178 -3%
Jones Financial Companies
556
Jones Financial Companies
Missouri
$471K +$33.5K +470 +8%
PTC
557
Private Trust Company
Ohio
$465K -$12.1K -170 -3%
Marshall Wace
558
Marshall Wace
United Kingdom
$463K -$12.3M -172,700 -97%
PCIA
559
Prime Capital Investment Advisors
Kansas
$459K +$6.12K +86 +1%
VWA
560
Visionary Wealth Advisors
Illinois
$455K
RBC
561
Romano Brothers & Co
Illinois
$454K
GT
562
Greenleaf Trust
Michigan
$451K +$5.77K +81 +1%
WQ
563
Wealth Quarterback
New Jersey
$450K -$21.5K -302 -5%
GC
564
Guggenheim Capital
Illinois
$449K -$49K -688 -11%
KeyBank National Association
565
KeyBank National Association
Ohio
$448K -$44.1K -619 -10%
CCWM
566
Cassaday & Co Wealth Management
Virginia
$447K +$71 +1 +0%
AWM
567
Axxcess Wealth Management
California
$446K -$30.7K -431 -7%
GPW
568
Genesis Private Wealth
Virginia
$446K -$7.05K -99 -2%
WANY
569
Wealthspire Advisors (New York)
New York
$440K -$50.2K -705 -11%
MSE
570
MUFG Securities EMEA
United Kingdom
$439K +$345K +4,850 +548%
AWM
571
Atticus Wealth Management
Florida
$437K +$202K +2,843 +99%
FDP
572
Financiere des Professionnels
Quebec, Canada
$433K -$346K -4,860 -46%
LCWP
573
Legacy Capital Wealth Partners
Arkansas
$432K -$6.48K -91 -2%
WC
574
Westerkirk Capital
$429K
CL
575
Choreo LLC
Illinois
$429K +$6.83K +96 +2%