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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
PHS
576
Pekin Hardy Strauss
Illinois
$370K
SF
577
Sun Financial
Utah
$368K -$20.9K -304 -5%
SCA
578
Snowden Capital Advisors
New York
$366K -$57K -827 -13%
WANY
579
Wealthspire Advisors (New York)
New York
$365K -$76.8K -1,115 -17%
FWP
580
Firethorn Wealth Partners
Georgia
$364K -$895 -13 -0.2%
SC
581
SummitTX Capital
Texas
$364K -$604K -8,773 -62%
SO
582
STRS Ohio
Ohio
$356K -$108K -1,573 -23%
SAM
583
Strategy Asset Managers
California
$355K -$474K -6,887 -56%
YIA
584
YHB Investment Advisors
Connecticut
$354K -$201K -2,915 -35%
CCS
585
Concentric Capital Strategies
Connecticut
$353K +$367K +5,327 New
Vontobel Holding
586
Vontobel Holding
Switzerland
$352K +$40.7K +591 +13%
HA
587
Huntleigh Advisors
Missouri
$351K +$62.9K +913 +21%
BFG
588
Beacon Financial Group
Texas
$349K +$207 +3 +0.1%
TCM
589
TruNorth Capital Management
Michigan
$347K
BFIM
590
Beese Fulmer Investment Management
Ohio
$340K +$14.3K +207 +4%
FTWA
591
Fifth Third Wealth Advisors
Ohio
$340K -$46.8K -679 -12%
GCM
592
Gallacher Capital Management
Colorado
$340K +$353K +5,128 New
OL
593
Odyssean LLC
Connecticut
$338K +$351K +5,098 New
PL
594
Perpetual Ltd
Australia
$338K
CCP
595
Cushing Capital Partners
Wisconsin
$331K -$471K -6,839 -58%
GPW
596
Genesis Private Wealth
Virginia
$324K -$3.44K -50 -1%
FSA
597
Financial Security Advisor
Virginia
$319K -$1.24K -18 -0.4%
EWA
598
EverSource Wealth Advisors
Alabama
$319K -$25K -363 -7%
Assenagon Asset Management
599
Assenagon Asset Management
Luxembourg
$317K -$176K -2,560 -35%
AFG
600
Atomi Financial Group
New York
$316K -$20.9K -303 -6%