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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
PTP
526
Platform Technology Partners
New York
$321K +$328K +6,123 New
AA
527
ALPS Advisors
Colorado
$320K -$1.45K -27 -0.4%
MRCM
528
M&R Capital Management
New Jersey
$314K
CHAM
529
Clear Harbor Asset Management
Connecticut
$313K
GCWM
530
Graham Capital Wealth Management
District of Columbia
$297K
GWM
531
Gitterman Wealth Management
New Jersey
$297K +$303K +5,660 New
IA
532
IFG Advisory
Georgia
$296K +$303K +5,657 New
Capstone Investment Advisors
533
Capstone Investment Advisors
New York
$296K +$5.14K +96 +2%
HWM
534
HB Wealth Management
Georgia
$295K +$14.3K +267 +5%
IC
535
IEQ Capital
California
$292K +$49.8K +929 +20%
CA
536
Clearstead Advisors
Ohio
$292K +$287K +5,360 +2,552%
PCIA
537
Prime Capital Investment Advisors
Kansas
$292K -$4.02K -75 -1%
TWM
538
Thrive Wealth Management
Pennsylvania
$290K +$25.2K +470 +9%
DEA
539
DoubleLine ETF Adviser
Florida
$290K -$9.16K -171 -3%
HCPC
540
Hamilton Capital Partners (Canada)
$288K -$84.4K -1,575 -22%
BFG
541
Beacon Financial Group
Texas
$287K +$161 +3 +0.1%
MCCA
542
Mill Creek Capital Advisors
Pennsylvania
$286K +$107K +2,001 +58%
BBHC
543
Brown Brothers Harriman & Co
New York
$278K +$272K +5,077 +2,207%
OCM
544
Osterweis Capital Management
California
$277K
FSA
545
Financial Security Advisor
Virginia
$275K -$14.5K -270 -5%
ST
546
Somerset Trust
Pennsylvania
$273K -$321 -6 -0.1%
AFG
547
Atomi Financial Group
New York
$272K -$55.8K -1,042 -17%
DWP
548
Daymark Wealth Partners
Ohio
$271K +$277K +5,165 New
CCWM
549
Cassaday & Co Wealth Management
Virginia
$269K -$429 -8 -0.2%
WWS
550
Wellington Wealth Strategies
Indiana
$269K +$277K +5,171 New