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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
526
Carmel Capital Partners
California
$324K – – –
PTP
527
Platform Technology Partners
New York
$321K +$328K +6,123 New
AA
528
ALPS Advisors
Colorado
$320K -$1.45K -27 -0.4%
MRCM
529
M&R Capital Management
New Jersey
$314K – – –
CHAM
530
Clear Harbor Asset Management
Connecticut
$313K – – –
GCWM
531
Graham Capital Wealth Management
District of Columbia
$297K – – –
GWM
532
Gitterman Wealth Management
New Jersey
$297K +$303K +5,660 New
IA
533
IFG Advisory
Georgia
$296K +$303K +5,657 New
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$296K +$5.14K +96 +2%
HWM
535
HB Wealth Management
Georgia
$295K +$14.3K +267 +5%
IC
536
IEQ Capital
California
$292K +$49.8K +929 +20%
CA
537
Clearstead Advisors
Ohio
$292K +$287K +5,360 +2,552%
PCIA
538
Prime Capital Investment Advisors
Kansas
$292K -$4.02K -75 -1%
TWM
539
Thrive Wealth Management
Pennsylvania
$290K +$25.2K +470 +9%
DEA
540
DoubleLine ETF Adviser
Florida
$290K -$9.16K -171 -3%
HCPC
541
Hamilton Capital Partners (Canada)
$288K -$84.4K -1,575 -22%
BFG
542
Beacon Financial Group
Texas
$287K +$161 +3 +0.1%
MCCA
543
Mill Creek Capital Advisors
Pennsylvania
$286K +$107K +2,001 +58%
BBHC
544
Brown Brothers Harriman & Co
New York
$278K +$272K +5,077 +2,207%
OCM
545
Osterweis Capital Management
California
$277K – – –
FSA
546
Financial Security Advisor
Virginia
$275K -$14.5K -270 -5%
ST
547
Somerset Trust
Pennsylvania
$273K -$321 -6 -0.1%
AFG
548
Atomi Financial Group
New York
$272K -$55.8K -1,042 -17%
DWP
549
Daymark Wealth Partners
Ohio
$271K +$277K +5,165 New
CCWM
550
Cassaday & Co Wealth Management
Virginia
$269K -$429 -8 -0.2%