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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
601
Impact Partnership Wealth
Georgia
$222K +$5.63K +104 +3%
CGL
602
Clarius Group LLC
Washington
$220K +$202K +3,735 New
GWANC
603
Guardian Wealth Advisors (North Carolina)
North Carolina
$220K +$202K +3,729 New
MG
604
Mather Group
Illinois
$219K
SOW
605
State of Wyoming
Wyoming
$218K -$74.9K -1,384 -27%
CCM
606
Chilton Capital Management
Texas
$216K
CFB
607
Cullen/Frost Bankers
Texas
$214K +$216 +4 +0.1%
CRC
608
Curi RMB Capital
Illinois
$214K +$196K +3,627 New
FNT
609
First Nebraska Trust
Nebraska
$213K +$196K +3,615 New
FCP
610
Fidelis Capital Partners
Florida
$212K +$195K +3,603 New
WC
611
Wexford Capital
Florida
$212K +$195K +3,600 New
ATPW
612
Ashton Thomas Private Wealth
Arizona
$210K +$193K +3,560 New
OWA
613
One Wealth Advisors
California
$210K +$192K +3,555 New
PTC
614
Petrus Trust Company
Texas
$209K -$344K -6,352 -64%
TAM
615
Trust Asset Management
Texas
$208K +$191K +3,531 New
SAM
616
Silvercrest Asset Management
New York
$207K +$190K +3,518 New
NP
617
Nilsine Partners
Colorado
$207K -$326K -6,026 -63%
SCM
618
Shelton Capital Management
Colorado
$206K +$189K +3,501 New
Qube Research & Technologies (QRT)
619
Qube Research & Technologies (QRT)
United Kingdom
$206K +$111K +2,043 +141%
CBNLCF
620
Cognios Beta Neutral Large Cap Fund
Kansas
$206K -$412K -7,608 -69%
MCCA
621
Mill Creek Capital Advisors
Pennsylvania
$204K +$187K +3,464 New
AT
622
American Trust
Kentucky
$203K +$186K +3,435 New
OC
623
Oppenheimer & Co
New York
$201K +$185K +3,413 New
MAS
624
Meeder Advisory Services
Ohio
$201K +$184K +3,402 New
IHWM
625
Iron Horse Wealth Management
Iowa
$196K -$28.9K -534 -14%