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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
501
First Manhattan
New York
$26K
HC
502
Hoese & Co
Minnesota
$25K
WWM
503
Wolff Wiese Magana
California
$25K +$886 +25 +4%
PP
504
PFS Partners
New Jersey
$24.9K +$24.1K +680 New
TC
505
Trust Company
Kansas
$24K
S
506
SignatureFD
Georgia
$23K +$3.08K +87 +16%
PA
507
Parallel Advisors
California
$22K +$3.58K +101 +20%
LPWM
508
Lake Point Wealth Management
Texas
$20K
LFG
509
Larson Financial Group
Missouri
$20K +$19.8K +558 New
FPS
510
Fieldpoint Private Securities
Connecticut
$18K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$18K
FAG
512
Fortitude Advisory Group
Washington
$18K +$17.6K +495 New
HI
513
Harbour Investments
Wisconsin
$17K -$58.7K -1,656 -78%
TFO
514
Tarbox Family Office
California
$17K
BWL
515
Bogart Wealth LLC
Virginia
$15K
PWMG
516
Prestige Wealth Management Group
New Jersey
$15K
KCM
517
KRS Capital Management
Michigan
$15K +$14.7K +414 New
AWA
518
Amplius Wealth Advisors
Pennsylvania
$14K +$14K +396 New
BA
519
Bellwether Advisors
Nebraska
$12K
SPIA
520
Steward Partners Investment Advisory
New York
$11K -$1.67K -47 -13%
MA
521
MUFG Americas
New York
$10K
Optiver Holding
522
Optiver Holding
Netherlands
$10K
TFM
523
TFC Financial Management
Massachusetts
$10K
CFO
524
CVA Family Office
Colorado
$10K +$9.96K +281 New
Manulife (Manufacturers Life Insurance)
525
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.08K -$2.62M -73,872 -23%