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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
AAP
551
Arax Advisory Partners
Colorado
$419K -$136K -1,969 -24%
NGA
552
Naples Global Advisors
Florida
$417K
CIC
553
Carnegie Investment Counsel
Ohio
$414K +$34.6K +502 +9%
BWM
554
Baron Wealth Management
Michigan
$412K
WQ
555
Wealth Quarterback
New Jersey
$408K +$10.2K +148 +2%
PTC
556
Private Trust Company
Ohio
$407K +$3.65K +53 +0.9%
WAS
557
Westco Advisory Services
New York
$407K -$14.4K -209 -3%
GT
558
Greenleaf Trust
Michigan
$406K -$12.1K -176 -3%
CA
559
Claro Advisors
Massachusetts
$402K +$418K +6,071 New
CCWM
560
Cassaday & Co Wealth Management
Virginia
$401K +$14.2K +206 +4%
TWM
561
Thrive Wealth Management
Pennsylvania
$401K -$28.9K -420 -6%
Brown Advisory
562
Brown Advisory
Maryland
$399K -$339K -4,924 -45%
VWA
563
Visionary Wealth Advisors
Illinois
$398K
HFO
564
Heritage Family Offices
Arizona
$391K -$164K -2,375 -29%
WIA
565
World Investment Advisors
California
$389K -$59.4K -863 -13%
AWM
566
Atticus Wealth Management
Florida
$388K +$10.1K +147 +3%
DAM
567
Davis Asset Management
California
$385K +$400K +5,804 New
BMCM
568
Bryn Mawr Capital Management
Pennsylvania
$384K -$55.6K -807 -12%
RBC
569
Romano Brothers & Co
Illinois
$382K
PCIA
570
Prime Capital Investment Advisors
Kansas
$382K -$3.38K -49 -0.8%
CP
571
CenterBook Partners
Connecticut
$379K +$394K +5,722 New
LC
572
Lincoln Capital
Nebraska
$377K
GWM
573
Geneos Wealth Management
Colorado
$374K +$238K +3,453 +157%
S
574
SignatureFD
Georgia
$373K +$19.4K +281 +5%
WC
575
Westerkirk Capital
$371K