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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
576
Wealthspire Advisors (New York)
New York
$378K +$386K +6,452 New
KeyBank National Association
577
KeyBank National Association
Ohio
$370K +$38.9K +650 +11%
CCP
578
Carmel Capital Partners
California
$367K +$4.67K +78 +1%
AWM
579
Axxcess Wealth Management
California
$360K -$3.53K -59 -0.9%
RWP
580
RWA Wealth Partners
Massachusetts
$359K +$368K +6,142 New
SOW
581
State of Wyoming
Wyoming
$359K +$116K +1,929 +46%
AA
582
ALPS Advisors
Colorado
$356K
GWM
583
Gibbs Wealth Management
Georgia
$355K +$58K +969 +19%
HWM
584
HB Wealth Management
Georgia
$355K +$34.6K +578 +11%
SAM
585
Shell Asset Management
Netherlands
$352K
HCPC
586
Hamilton Capital Partners (Canada)
$351K +$11.3K +188 +3%
IA
587
IFP Advisors
Florida
$349K +$1.62K +27 +0.5%
RBC
588
Romano Brothers & Co
Illinois
$346K -$47.4K -792 -12%
CCWM
589
Cassaday & Co Wealth Management
Virginia
$344K +$359 +6 +0.1%
MG
590
Mather Group
Illinois
$339K +$5.99K +100 +2%
PCIA
591
Prime Capital Investment Advisors
Kansas
$337K +$4.37K +73 +1%
GCWM
592
Graham Capital Wealth Management
District of Columbia
$332K
DS
593
DRW Securities
Illinois
$324K +$332K +5,544 New
IA
594
IFG Advisory
Georgia
$322K +$330K +5,509 New
CL
595
Choreo LLC
Illinois
$322K +$48.7K +813 +17%
CCC
596
Compass Capital Corp
Massachusetts
$320K +$323K +5,387 New
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$320K +$327K +5,462 New
BFG
598
Beacon Financial Group
Texas
$317K +$180 +3 +0.1%
CAM
599
Cresset Asset Management
Illinois
$314K -$832K -13,885 -72%
HKIMG
600
Hutchens & Kramer Investment Management Group
Indiana
$314K +$1.14K +19 +0.4%