We are live on ! Find out more
WRB icon

W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
326
Acadian Asset Management
Massachusetts
$41K
SF
327
Synovus Financial
Georgia
$40K
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38K
APA
329
American Portfolios Advisors
New York
$36.2K
WTC
330
WhitTier Trust Company
Nevada
$36K
GWM
331
Geneos Wealth Management
Colorado
$36K +$311 +14 +0.8%
OWA
332
One Wealth Advisors
California
$32K +$33.1K +1,488 New
PA
333
Parallel Advisors
California
$31K +$22.1K +996 +208%
BFC
334
Bedel Financial Consulting
Indiana
$29K +$245 +11 +0.8%
ADL
335
Asset Dedication LLC
California
$28K
OIA
336
OneDigital Investment Advisors
Kansas
$26K
PCP
337
Proficio Capital Partners
Massachusetts
$26K +$15.9K +715 +148%
AF
338
Allworth Financial
California
$25K
PGWM
339
Parisi Gray Wealth Management
New Jersey
$22K
SPIA
340
Steward Partners Investment Advisory
New York
$22K +$16.5K +743 +265%
AF
341
Advisornet Financial
Minnesota
$22K +$22.5K +1,013 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$21K
DSC
343
Duncker Streett & Co
Missouri
$20K
FANJ
344
Financial Architects (New Jersey)
New Jersey
$20K +$3K +135 +17%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$18K
CGI
346
CI Global Investments
California
$18K +$3.83K +172 +25%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$18K +$4.14K +186 +28%
GAM
348
Gemmer Asset Management
California
$17K
S
349
SignatureFD
Georgia
$15K +$6.52K +293 +70%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$14.5K