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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Significant Wealth Partners
Illinois
$319K +$42.9K +603 +17%
PA
627
Profund Advisors
Maryland
$317K +$21.8K +306 +8%
PGFC
628
Peapack-Gladstone Financial Corp
New Jersey
$315K -$74.7K -1,049 -20%
WC
629
Wexford Capital
Florida
$314K
II
630
Inspire Investing
Idaho
$310K -$819K -11,501 -74%
ST
631
Somerset Trust
Pennsylvania
$308K -$4.7K -66 -2%
SC
632
Syon Capital
California
$307K +$88.3K +1,240 +45%
PA
633
Parallel Advisors
California
$307K +$27.5K +386 +11%
JWCA
634
J.W. Cole Advisors
Florida
$305K +$70.7K +993 +33%
MGIA
635
Moneta Group Investment Advisors
Missouri
$304K -$9.04K -127 -3%
HAG
636
HighPoint Advisor Group
Illinois
$300K -$55.7K -782 -17%
NP
637
Nilsine Partners
Colorado
$300K +$1.07K +15 +0.4%
CAG
638
Crestwood Advisors Group
Massachusetts
$297K +$11.4K +160 +4%
AC
639
Apella Capital
Connecticut
$296K +$286K +4,020 New
SPC
640
Spirepoint Private Client
Florida
$294K +$273K +3,833 New
WA
641
Waverly Advisors
Alabama
$293K -$26.8K -376 -9%
BW
642
BIP Wealth
Georgia
$292K +$2.49K +35 +0.9%
WDC
643
Woodward Diversified Capital
California
$289K -$87.4K -1,228 -25%
HW
644
Hancock Whitney
Mississippi
$287K -$41.6K -585 -14%
CFG
645
Cornerstone Financial Group
Nebraska
$286K
SSW
646
Smith Shellnut Wilson
Mississippi
$284K
CSC
647
Caldwell Sutter Capital
California
$283K
CCM
648
Chilton Capital Management
Texas
$281K
RCM
649
Requisite Capital Management
Texas
$280K +$260K +3,655 New
Fayez Sarofim & Co
650
Fayez Sarofim & Co
Texas
$280K +$24.8K +349 +11%