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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SF
701
Summit Financial
New Jersey
$230K +$225K +3,135 New
CI
702
Cigna Investments
Connecticut
$229K +$14.3K +199 +7%
OWP
703
ORG Wealth Partners
Texas
$229K +$70.2K +979 +45%
BC
704
Bayforest Capital
United Kingdom
$228K -$1.08M -15,089 -83%
KP
705
Keel Point
Alabama
$227K -$47.2K -659 -18%
BTI
706
Blue Trust Inc
Georgia
$227K -$15.6K -218 -7%
LF
707
Lantz Financial
Illinois
$227K -$6.67K -93 -3%
CMBA
708
C.M. Bidwell & Associates
Hawaii
$226K +$143 +2 +0.1%
1SB
709
1ST Source Bank
Indiana
$226K +$3.73K +52 +2%
PAW
710
Plan A Wealth
Nebraska
$221K -$1.86K -26 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
711
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$215K +3,002 New
FT
712
Fiduciary Trust
Massachusetts
$220K +$215K +2,993 New
JWCA
713
J.W. Cole Advisors
Florida
$219K +$214K +2,981 New
WIC
714
Woodmont Investment Counsel
Tennessee
$216K +$932 +13 +0.4%
BWMG
715
Barnes Wealth Management Group
California
$216K -$4.16K -58 -2%
TIA
716
Trust Investment Advisors
Indiana
$213K +$207K +2,894 New
EBA
717
Eagle Bay Advisors
New York
$212K -$9.89K -138 -5%
CS
718
Cannell & Spears
New York
$212K +$932 +13 +0.5%
HWA
719
Heritage Wealth Advisors
Virginia
$210K
AWM
720
Atticus Wealth Management
Florida
$210K +$205K +2,863 New
IC
721
Iconiq Capital
California
$209K -$20.1K -281 -9%
AIM
722
AMI Investment Management
Indiana
$207K -$17.6K -245 -8%
ESBC
723
E.S. Barr & Co
Kentucky
$207K
RCAG
724
Rehmann Capital Advisory Group
Michigan
$206K -$19.7K -275 -9%
AIA
725
AIMZ Investment Advisors
California
$206K -$41.2K -575 -17%