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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
701
Delta Investment Management
California
$218K -$99.8K -1,490 -33%
AWA
702
Arkadios Wealth Advisors
Georgia
$216K -$22.4K -335 -10%
LF
703
Lantz Financial
Illinois
$216K +$205K +3,063 New
SAM
704
Smartleaf Asset Management
Massachusetts
$214K
FIA
705
Foundations Investment Advisors
Arizona
$213K +$203K +3,025 New
BWMG
706
Barnes Wealth Management Group
California
$213K -$2.81K -42 -1%
IP
707
Indivisible Partners
Florida
$213K +$202K +3,016 New
C
708
Certuity
Florida
$212K +$202K +3,012 New
EWM
709
Evercore Wealth Management
New York
$212K +$201K +3,006 New
RFC
710
Regions Financial Corp
Alabama
$207K -$10.9K -163 -5%
CL
711
Choreo LLC
Illinois
$207K -$83.1K -1,240 -30%
CS
712
Cannell & Spears
New York
$205K +$195K +2,907 New
BMWM
713
Brown Miller Wealth Management
Virginia
$205K +$194K +2,902 New
PCA
714
Pallas Capital Advisors
Massachusetts
$203K +$193K +2,884 New
EWA
715
Exit Wealth Advisors
Georgia
$203K +$193K +2,883 New
HWA
716
Heritage Wealth Advisors
Virginia
$202K
LMFP
717
Larry Mathis Financial Planning
Arizona
$201K +$191K +2,854 New
SL
718
Summitry LLC
California
$200K +$190K +2,838 New
JWCA
719
J.W. Cole Advisors
Florida
$200K -$17.1K -255 -8%
Optiver Holding
720
Optiver Holding
Netherlands
$194K +$185K +2,756 New
AV
721
ASR Vermogensbeheer
Netherlands
$191K -$429K -6,405 -70%
WT
722
Whittier Trust
California
$186K +$2.75K +41 +2%
Walleye Trading
723
Walleye Trading
New York
$154K +$146K +2,186 New
AF
724
Advisornet Financial
Minnesota
$152K +$13.3K +199 +10%
PPF
725
PFA Pension Forsikringsaktieselskab
$151K -$52.9M -789,143 -100%