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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
601
Simplex Trading
Illinois
$311K +$319K +5,331 New
TWM
602
Thrive Wealth Management
Pennsylvania
$311K -$11.3K -189 -3%
OCM
603
Osterweis Capital Management
California
$310K
SAM
604
Smartleaf Asset Management
Massachusetts
$310K +$11.3K +188 +4%
IFU
605
iSAM Funds (UK)
United Kingdom
$309K +$76.3K +1,274 +32%
Vontobel Holding
606
Vontobel Holding
Switzerland
$306K +$100K +1,671 +47%
SI
607
Severin Investments
Missouri
$306K +$313K +5,227 New
FSA
608
Financial Security Advisor
Virginia
$306K +$240 +4 +0.1%
HAG
609
HighPoint Advisor Group
Illinois
$304K +$31.9K +532 +12%
1C
610
111 Capital
France
$304K +$311K +5,187 New
HAS
611
Horizon Advisory Services
New York
$303K +$310K +5,172 New
CA
612
Clearstead Advisors
Ohio
$302K -$6.95K -116 -2%
PWAC
613
Private Wealth Advisors (California)
California
$298K +$419 +7 +0.1%
NI
614
NDVR Inc
Massachusetts
$298K +$19.6K +328 +7%
VI
615
Vestcor Inc
New Brunswick, Canada
$297K -$1.04M -17,316 -77%
CG
616
Cynosure Group
Utah
$296K -$85K -1,419 -22%
AMCA
617
Arthur M. Cohen & Associates
Illinois
$294K
XT
618
XTX Topco
Cayman Islands
$291K -$5.93K -99 -2%
FTWA
619
Fifth Third Wealth Advisors
Ohio
$291K +$297K +4,966 New
ATPW
620
Ashton Thomas Private Wealth
Arizona
$288K +$2.81K +47 +1%
CW
621
CreativeOne Wealth
Kansas
$288K -$138K -2,306 -32%
SWM
622
Spire Wealth Management
Virginia
$288K +$270K +4,504 +1,096%
IWM
623
IHT Wealth Management
Illinois
$286K -$120K -2,004 -29%
AFG
624
Atomi Financial Group
New York
$285K -$9.46K -158 -3%
ISL
625
Ingalls & Snyder LLC
New York
$280K -$1.98K -33 -0.7%