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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
451
First Manhattan
New York
$23K
CI
452
CX Institutional
Indiana
$23K +$5.34K +162 +29%
HC
453
Hoese & Co
Minnesota
$22K
SWM
454
Spire Wealth Management
Virginia
$22K +$13.9K +423 +161%
RCA
455
Ranch Capital Advisors
Florida
$22K +$22.3K +675 New
TC
456
Trust Company
Kansas
$21K
WWM
457
Wolff Wiese Magana
California
$21K +$12.2K +371 +133%
KIG
458
Kowal Investment Group
Wisconsin
$19K +$19.5K +590 New
S
459
SignatureFD
Georgia
$18K -$1.39K -42 -7%
LPWM
460
Lake Point Wealth Management
Texas
$18K
PA
461
Parallel Advisors
California
$16K -$1.42K -43 -8%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.19K -36 -7%
FPS
463
Fieldpoint Private Securities
Connecticut
$16K +$989 +30 +7%
TFO
464
Tarbox Family Office
California
$15K
BWL
465
Bogart Wealth LLC
Virginia
$13K
PWMG
466
Prestige Wealth Management Group
New Jersey
$13K
CAGAS
467
Capital Advisory Group Advisory Services
Minnesota
$11K
SPIA
468
Steward Partners Investment Advisory
New York
$11K +$758 +23 +7%
Optiver Holding
469
Optiver Holding
Netherlands
$10K +$10.1K +306 New
BA
470
Bellwether Advisors
Nebraska
$10K +$11K +335 New
TFM
471
TFC Financial Management
Massachusetts
$9K
MA
472
MUFG Americas
New York
$9K +$8.77K +266 New
VCM
473
Versant Capital Management
Arizona
$8K -$956 -29 -11%
SCA
474
Stuart Chaussee & Associates
California
$7K
ZB
475
Zions Bancorporation
Utah
$7K +$1.32K +40 +23%