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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
701
C.M. Bidwell & Associates
Hawaii
$180K
AF
702
Advisornet Financial
Minnesota
$179K -$3.17K -53 -2%
OWP
703
ORG Wealth Partners
Texas
$178K +$26.2K +437 +17%
WT
704
Whittier Trust
California
$175K -$18.2K -304 -9%
EBA
705
Eagle Bay Advisors
New York
$169K -$32K -534 -16%
HWA
706
Heritage Wealth Advisors
Virginia
$168K
BTI
707
Blue Trust Inc
Georgia
$167K -$40.3K -673 -19%
OIA
708
Optimum Investment Advisors
Illinois
$165K
FIM
709
FWL Investment Management
Texas
$157K +$161K +2,691 New
Jones Financial Companies
710
Jones Financial Companies
Missouri
$138K +$56.2K +939 +66%
Federated Hermes
711
Federated Hermes
Pennsylvania
$129K +$43.2K +721 +48%
LS
712
Livforsakringsbolaget Skandia
Sweden
$128K
FA
713
Fedenia Advisers
Wisconsin
$127K +$130K +2,173 New
TFA
714
Transamerica Financial Advisors
Florida
$127K +$299 +5 +0.2%
PCM
715
Penserra Capital Management
California
$124K +$42.5K +710 +50%
GWM
716
Geneos Wealth Management
Colorado
$124K +$23.7K +395 +23%
CFGS
717
Concourse Financial Group Securities
Alabama
$121K +$719 +12 +0.6%
AAP
718
Arax Advisory Partners
Colorado
$121K +$68K +1,135 +122%
TSMHT
719
Thurston Springer Miller Herd & Titak
Indiana
$117K +$120K +2,006 New
JWA
720
JFS Wealth Advisors
Pennsylvania
$112K +$958 +16 +0.8%
Acadian Asset Management
721
Acadian Asset Management
Massachusetts
$111K
WSFS
722
Wilmington Savings Fund Society
Delaware
$101K -$299 -5 -0.3%
SJIM
723
St. Johns Investment Management
Florida
$98.7K
EB
724
Eastern Bank
Massachusetts
$95.2K
GRP
725
Global Retirement Partners
California
$93.7K +$8.92K +149 +10%