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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
701
Jackson Hole Capital Partners
Oklahoma
$240K +$207K +3,370 New
SPA
702
Sherbrooke Park Advisers
New York
$240K +$206K +3,366 New
AF
703
Advisornet Financial
Minnesota
$237K +$17K +278 +9%
IHWM
704
Iron Horse Wealth Management
Iowa
$237K
SIM
705
Stratos Investment Management
Ohio
$236K +$203K +3,314 New
BTI
706
Blue Trust Inc
Georgia
$235K +$27.9K +455 +16%
Fayez Sarofim & Co
707
Fayez Sarofim & Co
Texas
$235K +$202K +3,300 New
CIA
708
Concurrent Investment Advisors
Florida
$235K +$202K +3,296 New
HW
709
Hamilton Wealth
California
$234K +$202K +3,290 New
IAP
710
Indie Asset Partners
Indiana
$233K +$201K +3,273 New
ABTD
711
Arvest Bank Trust Division
Oklahoma
$232K +$200K +3,263 New
OWA
712
One Wealth Advisors
California
$230K -$20K -326 -9%
AFT
713
Alpha Family Trust
California
$227K +$196K +3,195 New
GC
714
Gilbert & Cook
Iowa
$227K +$195K +3,188 New
LF
715
Lantz Financial
Illinois
$226K +$195K +3,178 New
BRWM
716
Blue Rock Wealth Management
North Carolina
$225K +$194K +3,159 New
TL
717
Tradewinds LLC
North Carolina
$222K +$191K +3,123 New
IC
718
Iconiq Capital
California
$222K +$191K +3,121 New
RCAG
719
Rehmann Capital Advisory Group
Michigan
$219K +$189K +3,082 New
CMBA
720
C.M. Bidwell & Associates
Hawaii
$219K
AIM
721
AMI Investment Management
Indiana
$218K +$187K +3,058 New
PAW
722
Plan A Wealth
Nebraska
$216K +$186K +3,035 New
AWA
723
Aaron Wealth Advisors
Illinois
$216K +$186K +3,030 New
EBA
724
Eagle Bay Advisors
New York
$216K +$8.52K +139 +5%
1SB
725
1ST Source Bank
Indiana
$215K +$185K +3,023 New