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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
626
Valeo Financial Advisors
Indiana
$276K -$299 -5 -0.1%
VT
627
Vise Technologies
New York
$275K +$281K +4,693 New
AWM
628
AE Wealth Management
Kansas
$274K +$21.5K +359 +8%
JWCA
629
J.W. Cole Advisors
Florida
$274K +$16.2K +271 +6%
FCP
630
Fidelis Capital Partners
Florida
$274K -$19.9K -333 -7%
OC
631
Oppenheimer & Co
New York
$272K +$30.7K +512 +12%
AAM
632
Aureus Asset Management
Massachusetts
$272K – – –
PWG
633
Portside Wealth Group
Utah
$272K +$25.7K +429 +10%
FWP
634
Firethorn Wealth Partners
Georgia
$270K +$1.92K +32 +0.7%
AF
635
Allworth Financial
California
$269K +$153K +2,562 +129%
AC
636
Avestar Capital
New York
$267K +$17.3K +289 +7%
S
637
SignatureFD
Georgia
$266K +$3.47K +58 +1%
Bank Julius Baer & Co
638
Bank Julius Baer & Co
Switzerland
$265K -$64.1K -1,070 -21%
CWM
639
Cornerstone Wealth Management
Missouri
$264K – – –
PA
640
Profund Advisors
Maryland
$261K -$30.2K -504 -10%
MSA
641
MUFG Securities Americas
New York
$260K +$266K +4,445 New
NRD
642
Nebula Research & Development
New York
$259K -$122K -2,030 -31%
BRWA
643
B. Riley Wealth Advisors
Florida
$258K -$13.8K -230 -5%
NP
644
NorthRock Partners
Minnesota
$257K +$1.86K +31 +0.7%
PTP
645
Platform Technology Partners
New York
$255K -$105K -1,751 -29%
FIA
646
Foundations Investment Advisors
Arizona
$253K +$8.86K +148 +4%
MPIA
647
Mountain Pacific Investment Advisers
Idaho
$249K – – –
ST
648
Somerset Trust
Pennsylvania
$248K -$57.1K -953 -18%
CCA
649
Checchi Capital Advisers
California
$245K +$3.83K +64 +2%
MGIA
650
Moneta Group Investment Advisors
Missouri
$245K +$7.79K +130 +3%