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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$257K
WT
677
Whittier Trust
California
$257K +$36.8K +513 +17%
TAM
678
Trust Asset Management
Texas
$256K
FNT
679
First Nebraska Trust
Nebraska
$255K
HKIMG
680
Hutchens & Kramer Investment Management Group
Indiana
$253K -$122K -1,700 -33%
SIM
681
Stratos Investment Management
Ohio
$251K +$7.17K +100 +3%
JHCP
682
Jackson Hole Capital Partners
Oklahoma
$248K
IHWM
683
Iron Horse Wealth Management
Iowa
$244K
ABTD
684
Arvest Bank Trust Division
Oklahoma
$244K +$4.16K +58 +2%
KFS
685
Kurt F. Somerville
$243K -$35.8K -500 -13%
Fayez Sarofim & Co
686
Fayez Sarofim & Co
Texas
$242K
AMCA
687
Arthur M. Cohen & Associates
Illinois
$242K +$21.5K +300 +10%
HW
688
Hamilton Wealth
California
$242K
IAP
689
Indie Asset Partners
Indiana
$240K
MS
690
Maven Securities
Jersey
$240K +$234K +3,268 New
PW
691
PUREfi Wealth
Massachusetts
$239K +$24.4K +340 +12%
ECM
692
Evergreen Capital Management
Washington
$237K +$20.1K +280 +10%
AWA
693
Aaron Wealth Advisors
Illinois
$236K +$12.7K +177 +6%
GC
694
Gilbert & Cook
Iowa
$235K +$645 +9 +0.3%
AFT
695
Alpha Family Trust
California
$235K
EWM
696
Empirical Wealth Management
Washington
$235K +$20.8K +290 +10%
Nomura Holdings
697
Nomura Holdings
Japan
$233K -$452K -6,312 -67%
AF
698
Allworth Financial
California
$233K -$119K -1,667 -34%
D.E. Shaw & Co
699
D.E. Shaw & Co
New York
$232K +$227K +3,161 New
BRWM
700
Blue Rock Wealth Management
North Carolina
$232K