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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
551
Investment Partners Asset Management
New Jersey
$473K – – –
TAM
552
Tocqueville Asset Management
New York
$473K +$497K +6,750 New
WIA
553
World Investment Advisors
California
$472K +$34.1K +463 +7%
MG
554
Mather Group
Illinois
$468K -$18.5K -251 -4%
CIC
555
Crawford Investment Counsel
Georgia
$465K +$10.2K +138 +2%
WANY
556
Wealthspire Advisors (New York)
New York
$464K +$64.6K +877 +15%
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$463K -$65.3K -886 -12%
Holocene Advisors
558
Holocene Advisors
New York
$463K -$28M -380,268 -98%
GAA
559
Global Assets Advisory
Florida
$454K -$11.6K -158 -2%
TWM
560
Thrive Wealth Management
Pennsylvania
$454K -$9.36K -127 -2%
DI
561
Diligent Investors
California
$450K – – –
SCA
562
Snowden Capital Advisors
New York
$446K -$29.1K -395 -6%
WAS
563
Westco Advisory Services
New York
$445K +$468K +6,346 New
OCM
564
Osterweis Capital Management
California
$444K – – –
GT
565
Greenleaf Trust
Michigan
$442K +$30.5K +414 +7%
AC
566
AlphaCore Capital
California
$441K +$464K +6,291 New
NGA
567
Naples Global Advisors
Florida
$441K – – –
PS
568
Principal Securities
Iowa
$440K -$125K -1,702 -21%
BWM
569
Baron Wealth Management
Michigan
$436K -$13.6K -184 -3%
PTC
570
Private Trust Company
Ohio
$427K +$1.25K +17 +0.3%
Walleye Capital
571
Walleye Capital
New York
$425K +$375K +5,085 +523%
1M
572
1248 Management
Missouri
$421K +$443K +6,009 New
VWA
573
Visionary Wealth Advisors
Illinois
$421K +$5.16K +70 +1%
WQ
574
Wealth Quarterback
New Jersey
$421K +$10K +136 +2%
AO
575
Advisor OS
Illinois
$420K -$24.9K -338 -5%