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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
NI
626
NDVR Inc
Massachusetts
$348K -$12.4K -202 -4%
AF
627
Allworth Financial
California
$347K +$17.6K +287 +6%
OC
628
Oppenheimer & Co
New York
$345K +$11.9K +194 +4%
PCA
629
Pallas Capital Advisors
Massachusetts
$343K +$295K +4,817 New
AFG
630
Atomi Financial Group
New York
$342K -$3.98K -65 -1%
AWM
631
Apollon Wealth Management
South Carolina
$340K +$39.2K +640 +15%
VFA
632
Valeo Financial Advisors
Indiana
$340K +$3.74K +61 +1%
CW
633
CreativeOne Wealth
Kansas
$338K -$10.5K -172 -3%
ISL
634
Ingalls & Snyder LLC
New York
$336K -$3.62K -59 -1%
CI Investments Inc
635
CI Investments Inc
Ontario, Canada
$335K +$99.6K +1,625 +53%
DAS
636
Diversify Advisory Services
Utah
$330K -$515K -8,410 -64%
AAM
637
Aureus Asset Management
Massachusetts
$330K
IA
638
IFP Advisors
Florida
$327K -$83.7K -1,366 -23%
IA
639
IFG Advisory
Georgia
$327K -$56.3K -919 -17%
HI
640
Harbour Investments
Wisconsin
$324K +$59.5K +971 +27%
HBT
641
Heartland Bank & Trust
Illinois
$324K +$279K +4,559 New
CWM
642
Cornerstone Wealth Management
Missouri
$321K
FCP
643
Fidelis Capital Partners
Florida
$320K -$3.74K -61 -1%
CAM
644
Cresset Asset Management
Illinois
$313K -$58.9K -961 -18%
CI
645
CX Institutional
Indiana
$312K +$52.1K +850 +24%
Jane Street
646
Jane Street
New York
$311K -$14.4M -235,486 -98%
II
647
Inspire Investing
Idaho
$311K -$868K -14,165 -76%
PTP
648
Platform Technology Partners
New York
$310K
HI
649
Horizon Investments
North Carolina
$309K +$12K +195 +5%
Koshinski Asset Management
650
Koshinski Asset Management
Illinois
$309K +$15.3K +250 +6%