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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
576
United Capital Financial Advisors
Texas
$474K +$4.9K +80 +1%
GAA
577
Global Assets Advisory
Florida
$470K +$427K +6,968 New
NGA
578
Naples Global Advisors
Florida
$469K -$15.3K -250 -4%
PTC
579
Private Trust Company
Ohio
$460K -$5.7K -93 -1%
MPCG
580
Matrix Private Capital Group
New York
$458K -$185K -3,018 -32%
GC
581
Guggenheim Capital
Illinois
$456K -$42.4K -692 -10%
DI
582
Diligent Investors
California
$456K -$14.5K -237 -4%
SIA
583
Schechter Investment Advisors
Michigan
$455K -$13.8K -225 -3%
AWM
584
Axxcess Wealth Management
California
$454K +$14K +228 +4%
CCP
585
Carmel Capital Partners
California
$446K +$245 +4 +0.1%
AIM
586
Aigen Investment Management
New York
$444K -$270K -4,409 -41%
PCIA
587
Prime Capital Investment Advisors
Kansas
$439K +$25.7K +420 +7%
QCG
588
Quadrant Capital Group
Ohio
$439K +$172K +2,805 +83%
RWP
589
RWA Wealth Partners
Massachusetts
$437K
LCWP
590
Legacy Capital Wealth Partners
Arkansas
$435K -$98K -1,599 -21%
TWM
591
Thrive Wealth Management
Pennsylvania
$434K +$48K +784 +15%
MG
592
Mather Group
Illinois
$422K +$8.7K +142 +2%
RBC
593
Romano Brothers & Co
Illinois
$421K
PWG
594
Portside Wealth Group
Utah
$419K +$76.2K +1,244 +27%
CCWM
595
Cassaday & Co Wealth Management
Virginia
$415K -$3.25K -53 -0.9%
Walleye Capital
596
Walleye Capital
New York
$412K -$2.57M -41,885 -88%
SAM
597
Shell Asset Management
Netherlands
$411K -$14.6K -238 -4%
PS
598
Principal Securities
Iowa
$407K
EC
599
EntryPoint Capital
New York
$405K +$109K +1,775 +45%
GCWM
600
Graham Capital Wealth Management
District of Columbia
$404K