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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GC
676
Gilbert & Cook
Iowa
$252K +$6.12K +86 +3%
IAP
677
Indie Asset Partners
Indiana
$251K
AFT
678
Alpha Family Trust
California
$245K
CPIG
679
Chicago Partners Investment Group
Illinois
$243K +$239K +3,350 New
AWA
680
Arkadios Wealth Advisors
Georgia
$242K +$225K +3,163 New
BRWM
681
Blue Rock Wealth Management
North Carolina
$242K
FNBT
682
FineMark National Bank & Trust
Florida
$237K -$52.3K -734 -19%
LF
683
Lantz Financial
Illinois
$237K +$427 +6 +0.2%
AWM
684
Accurate Wealth Management
Florida
$237K +$215K +3,016 New
SWM
685
Spire Wealth Management
Virginia
$236K +$76.5K +1,075 +54%
1SB
686
1ST Source Bank
Indiana
$236K
KWM
687
Kingsview Wealth Management
Oregon
$235K +$218K +3,068 New
AP
688
Advisors Preferred
Maryland
$235K +$222K +3,114 New
TL
689
Tradewinds LLC
North Carolina
$235K +$218K +3,062 New
Simplex Trading
690
Simplex Trading
Illinois
$234K +$218K +3,060 New
PCP
691
Perbak Capital Partners
United Kingdom
$233K +$217K +3,043 New
SF
692
Summit Financial
New Jersey
$232K -$7.55K -106 -3%
CIA
693
Concurrent Investment Advisors
Florida
$229K -$42.9K -602 -17%
BWMG
694
Barnes Wealth Management Group
California
$228K +$2.35K +33 +1%
WIC
695
Woodmont Investment Counsel
Tennessee
$228K +$1.85K +26 +0.9%
FT
696
Fiduciary Trust
Massachusetts
$227K -$2.21K -31 -1%
ECM
697
Evergreen Capital Management
Washington
$225K -$20.6K -289 -9%
CS
698
Cannell & Spears
New York
$223K +$997 +14 +0.5%
BRWA
699
B. Riley Wealth Advisors
Florida
$221K -$115K -1,609 -36%
EWA
700
Exit Wealth Advisors
Georgia
$220K +$205K +2,876 New