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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
501
Bessemer Group
New Jersey
$27K -$87.8K -2,475 -77%
First Manhattan
502
First Manhattan
New York
$26K – – –
HC
503
Hoese & Co
Minnesota
$25K – – –
WWM
504
Wolff Wiese Magana
California
$25K +$886 +25 +4%
PP
505
PFS Partners
New Jersey
$24.9K +$24.1K +680 New
TC
506
Trust Company
Kansas
$24K – – –
S
507
SignatureFD
Georgia
$23K +$3.08K +87 +16%
PA
508
Parallel Advisors
California
$22K +$3.58K +101 +20%
LPWM
509
Lake Point Wealth Management
Texas
$20K – – –
LFG
510
Larson Financial Group
Missouri
$20K +$19.8K +558 New
FPS
511
Fieldpoint Private Securities
Connecticut
$18K – – –
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$18K – – –
FAG
513
Fortitude Advisory Group
Washington
$18K +$17.6K +495 New
HI
514
Harbour Investments
Wisconsin
$17K -$58.7K -1,656 -78%
TFO
515
Tarbox Family Office
California
$17K – – –
BWL
516
Bogart Wealth LLC
Virginia
$15K – – –
PWMG
517
Prestige Wealth Management Group
New Jersey
$15K – – –
KCM
518
KRS Capital Management
Michigan
$15K +$14.7K +414 New
BBHC
519
Brown Brothers Harriman & Co
New York
$14K – – –
AWA
520
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +396 New
BA
521
Bellwether Advisors
Nebraska
$12K – – –
SPIA
522
Steward Partners Investment Advisory
New York
$11K -$1.67K -47 -13%
MA
523
MUFG Americas
New York
$10K – – –
Optiver Holding
524
Optiver Holding
Netherlands
$10K – – –
TFM
525
TFC Financial Management
Massachusetts
$10K – – –