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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GM
626
GeoWealth Management
Illinois
$277K +$245K +4,095 +646%
VFA
627
Valeo Financial Advisors
Indiana
$276K -$299 -5 -0.1%
VT
628
Vise Technologies
New York
$275K +$281K +4,693 New
AWM
629
AE Wealth Management
Kansas
$274K +$21.5K +359 +8%
JWCA
630
J.W. Cole Advisors
Florida
$274K +$16.2K +271 +6%
FCP
631
Fidelis Capital Partners
Florida
$274K -$19.9K -333 -7%
OC
632
Oppenheimer & Co
New York
$272K +$30.7K +512 +12%
AAM
633
Aureus Asset Management
Massachusetts
$272K
PWG
634
Portside Wealth Group
Utah
$272K +$25.7K +429 +10%
FWP
635
Firethorn Wealth Partners
Georgia
$270K +$1.92K +32 +0.7%
AF
636
Allworth Financial
California
$269K +$153K +2,562 +129%
AC
637
Avestar Capital
New York
$267K +$17.3K +289 +7%
S
638
SignatureFD
Georgia
$266K +$3.47K +58 +1%
Bank Julius Baer & Co
639
Bank Julius Baer & Co
Switzerland
$265K -$64.1K -1,070 -21%
CWM
640
Cornerstone Wealth Management
Missouri
$264K
PA
641
Profund Advisors
Maryland
$261K -$30.2K -504 -10%
MSA
642
MUFG Securities Americas
New York
$260K +$266K +4,445 New
NRD
643
Nebula Research & Development
New York
$259K -$122K -2,030 -31%
BRWA
644
B. Riley Wealth Advisors
Florida
$258K -$13.8K -230 -5%
NP
645
NorthRock Partners
Minnesota
$257K +$1.86K +31 +0.7%
PTP
646
Platform Technology Partners
New York
$255K -$105K -1,751 -29%
FIA
647
Foundations Investment Advisors
Arizona
$253K +$8.86K +148 +4%
MPIA
648
Mountain Pacific Investment Advisers
Idaho
$249K
ST
649
Somerset Trust
Pennsylvania
$248K -$57.1K -953 -18%
CCA
650
Checchi Capital Advisers
California
$245K +$3.83K +64 +2%