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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
601
Beacon Financial Group
Texas
$369K +$221 +3 +0.1%
TCM
602
TruNorth Capital Management
Michigan
$367K +$329K +4,469 +580%
EWA
603
EverSource Wealth Advisors
Alabama
$363K -$25.7K -349 -6%
WA
604
Waverly Advisors
Alabama
$362K +$98.5K +1,336 +35%
PL
605
Perpetual Ltd
Australia
$357K +$375K +5,095 New
AWM
606
Axxcess Wealth Management
California
$355K -$55.6K -755 -13%
AFG
607
Atomi Financial Group
New York
$355K -$8.77K -119 -2%
TVPW
608
Third View Private Wealth
Connecticut
$354K +$372K +5,043 New
SC
609
Syon Capital
California
$353K +$75.6K +1,026 +26%
SPC
610
Spirepoint Private Client
Florida
$352K +$87K +1,181 +31%
WC
611
Wexford Capital
Florida
$351K +$66.3K +900 +22%
DWP
612
Daymark Wealth Partners
Ohio
$349K -$33.5K -455 -8%
CFG
613
Citizens Financial Group
Rhode Island
$349K -$42.5K -577 -10%
SI
614
Severin Investments
Missouri
$348K -$30.4K -413 -8%
GPW
615
Genesis Private Wealth
Virginia
$346K -$65.2K -885 -15%
CL
616
Choreo LLC
Illinois
$346K -$52.1K -707 -13%
BFIM
617
Beese Fulmer Investment Management
Ohio
$345K +$363K +4,923 New
VFA
618
Valeo Financial Advisors
Indiana
$345K +$9.8K +133 +3%
FSA
619
Financial Security Advisor
Virginia
$339K -$9.8K -133 -3%
DAS
620
Diversify Advisory Services
Utah
$339K +$2.36K +32 +0.6%
FCP
621
Fidelis Capital Partners
Florida
$337K -$38.4K -521 -10%
Los Angeles Capital Management
622
Los Angeles Capital Management
California
$336K -$6.19M -84,023 -95%
AWA
623
Aaron Wealth Advisors
Illinois
$334K -$8.62K -117 -2%
Vontobel Holding
624
Vontobel Holding
Switzerland
$331K -$569K -7,717 -62%
II
625
Inspire Investing
Idaho
$327K +$45.2K +614 +15%