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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
601
Thrive Wealth Management
Pennsylvania
$311K -$11.3K -189 -3%
OCM
602
Osterweis Capital Management
California
$310K – – –
SAM
603
Smartleaf Asset Management
Massachusetts
$310K +$11.3K +188 +4%
IFU
604
iSAM Funds (UK)
United Kingdom
$309K +$76.3K +1,274 +32%
Vontobel Holding
605
Vontobel Holding
Switzerland
$306K +$100K +1,671 +47%
SI
606
Severin Investments
Missouri
$306K +$313K +5,227 New
FSA
607
Financial Security Advisor
Virginia
$306K +$240 +4 +0.1%
HAG
608
HighPoint Advisor Group
Illinois
$304K +$31.9K +532 +12%
1C
609
111 Capital
France
$304K +$311K +5,187 New
HAS
610
Horizon Advisory Services
New York
$303K +$310K +5,172 New
CA
611
Clearstead Advisors
Ohio
$302K -$6.95K -116 -2%
PWAC
612
Private Wealth Advisors (California)
California
$298K +$419 +7 +0.1%
NI
613
NDVR Inc
Massachusetts
$298K +$19.6K +328 +7%
VI
614
Vestcor Inc
New Brunswick, Canada
$297K -$1.04M -17,316 -77%
CG
615
Cynosure Group
Utah
$296K -$85K -1,419 -22%
AMCA
616
Arthur M. Cohen & Associates
Illinois
$294K – – –
XT
617
XTX Topco
Cayman Islands
$291K -$5.93K -99 -2%
FTWA
618
Fifth Third Wealth Advisors
Ohio
$291K +$297K +4,966 New
ATPW
619
Ashton Thomas Private Wealth
Arizona
$288K +$2.81K +47 +1%
CW
620
CreativeOne Wealth
Kansas
$288K -$138K -2,306 -32%
SWM
621
Spire Wealth Management
Virginia
$288K +$270K +4,504 +1,096%
IWM
622
IHT Wealth Management
Illinois
$286K -$120K -2,004 -29%
AFG
623
Atomi Financial Group
New York
$285K -$9.46K -158 -3%
ISL
624
Ingalls & Snyder LLC
New York
$280K -$1.98K -33 -0.7%
GM
625
GeoWealth Management
Illinois
$277K +$245K +4,095 +646%