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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HFO
651
Heritage Family Offices
Arizona
$275K -$134K -2,007 -34%
LWA
652
Legacy Wealth Advisors
Florida
$273K +$47.4K +707 +22%
MCM
653
Monument Capital Management
Virginia
$271K +$258K +3,848 New
BW
654
BIP Wealth
Georgia
$269K +$2.88K +43 +1%
CA
655
Clearstead Advisors
Ohio
$268K +$175K +2,612 +221%
VFA
656
Valeo Financial Advisors
Indiana
$266K +$10.8K +161 +4%
IMC Chicago
657
IMC Chicago
Illinois
$264K +$250K +3,738 New
AWM
658
Accurate Wealth Management
Florida
$263K +$244K +3,644 New
LAM
659
L2 Asset Management
Massachusetts
$263K -$372K -5,558 -60%
SIM
660
Stratos Investment Management
Ohio
$263K +$14.4K +215 +6%
1SB
661
1ST Source Bank
Indiana
$263K
NG
662
Norden Group
Utah
$260K +$247K +3,689 New
ST
663
Spinnaker Trust
Maine
$260K +$247K +3,684 New
CAG
664
Crestwood Advisors Group
Massachusetts
$259K +$43.4K +648 +21%
CCM
665
Chilton Capital Management
Texas
$259K
NP
666
Nilsine Partners
Colorado
$258K +$17.2K +256 +8%
GWMIA
667
Global Wealth Management Investment Advisory
Florida
$256K -$1.68K -25 -0.7%
WC
668
Wexford Capital
Florida
$254K
WDC
669
Woodward Diversified Capital
California
$252K -$3.62K -54 -1%
PP
670
Prudential plc
United Kingdom
$250K -$70K -1,045 -23%
FNT
671
First Nebraska Trust
Nebraska
$248K +$3.28K +49 +1%
CFP
672
Catalyst Financial Partners
Massachusetts
$247K +$235K +3,508 New
AC
673
Avestar Capital
New York
$246K -$938 -14 -0.4%
AWM
674
Axxcess Wealth Management
California
$244K +$232K +3,464 New
SG
675
StoneX Group
New York
$244K +$234K +3,491 New