We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
651
C.M. Bidwell & Associates
Hawaii
$2K – – –
LPWM
652
Lake Point Wealth Management
Texas
$2K – – –
MCM
653
Manchester Capital Management
Vermont
$2K – – –
GKIM
654
GW&K Investment Management
Massachusetts
$2K +$1.73K +38 New
GAG
655
Goodman Advisory Group
Massachusetts
$2K +$2.14K +47 New
WA
656
Win Advisors
Florida
$1K – – –
TWP
657
TFO Wealth Partners
Ohio
$1K +$909 +20 New
BIA
658
Bell Investment Advisors
California
$1K +$1.23K +27 New
BC
659
Burleson & Co
California
$1K +$1.32K +29 New
MNG
660
Manning & Napier Group
New York
– -$112M -2,532,912 Closed
CVA
661
Ceredex Value Advisors
Florida
– -$41.5M -934,538 Closed
BC
662
Brookfield Corp
Ontario, Canada
– -$7.1M -159,915 Closed
WAM
663
Weiss Asset Management
Massachusetts
– -$5.99M -135,021 Closed
MFG
664
MidWestOne Financial Group
Iowa
– -$3.41M -76,883 Closed
MSL
665
Mackay Shields LLC
New York
– -$2.01M -45,179 Closed
PG
666
Pendal Group
Australia
– -$1.27M -28,706 Closed
PHK
667
Point72 Hong Kong
Hong Kong
– -$1.27M -28,556 Closed
TC
668
TwinBeech Capital
New York
– -$1.21M -27,183 Closed
SLAM
669
Swiss Life Asset Management
– -$1.1M -24,791 Closed
AI
670
AdvisorShares Investments
Maryland
– -$966K -21,771 Closed
TW
671
Transform Wealth
Colorado
– -$812K -18,290 Closed
LGF
672
LGT Group Foundation
Liechtenstein
– -$777K -17,325 Closed
BC
673
Bridgefront Capital
Texas
– -$598K -13,473 Closed
CIM
674
Contravisory Investment Management
Massachusetts
– -$545K -12,282 Closed
DBRC
675
D.B. Root & Company
Pennsylvania
– -$527K -11,886 Closed
25 26
27
28 29