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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFC Advisors
California
$369K -$275K -3,867 -45%
VFA
602
Valeo Financial Advisors
Indiana
$367K +$10.8K +151 +3%
MWM
603
Mission Wealth Management
California
$363K -$547K -7,679 -62%
ISL
604
Ingalls & Snyder LLC
New York
$359K -$1.99K -28 -0.6%
DAS
605
Diversify Advisory Services
Utah
$356K +$36.9K +518 +12%
OC
606
Oppenheimer & Co
New York
$356K -$10K -141 -3%
AAM
607
Aureus Asset Management
Massachusetts
$356K
PP
608
Prudential plc
United Kingdom
$352K -$12.1K -170 -4%
IA
609
IFG Advisory
Georgia
$352K
DIM
610
Delta Investment Management
California
$349K +$324K +4,557 New
VCM
611
Voleon Capital Management
California
$347K +$323K +4,534 New
CWM
612
Cornerstone Wealth Management
Missouri
$345K
SBFM
613
S-Bank Fund Management
Finland
$343K -$4.2K -59 -1%
BONST
614
Bank of Nova Scotia Trust
Ontario, Canada
$340K +$316K +4,437 New
HBT
615
Heartland Bank & Trust
Illinois
$340K +$2.78K +39 +0.9%
SFA
616
Sequoia Financial Advisors
Ohio
$335K +$20.3K +285 +7%
APG
617
Abacus Planning Group
South Carolina
$328K
GCWM
618
Graham Capital Wealth Management
District of Columbia
$328K
WFI
619
West Family Investments
California
$326K +$2.92K +41 +1%
MPIA
620
Mountain Pacific Investment Advisers
Idaho
$326K
CI
621
CX Institutional
Indiana
$324K -$6.83K -96 -2%
CCA
622
Checchi Capital Advisers
California
$324K -$7.62K -107 -2%
CFB
623
Cullen/Frost Bankers
Texas
$323K +$27.8K +391 +10%
HCPC
624
Hamilton Capital Partners (Canada)
$320K
Koshinski Asset Management
625
Koshinski Asset Management
Illinois
$319K +$21.6K +304 +8%