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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
701
Journey Strategic Wealth
New Jersey
$220K +$205K +2,873 New
HWA
702
Heritage Wealth Advisors
Virginia
$219K
AAM
703
Advisors Asset Management
Colorado
$219K -$122K -1,712 -37%
CI
704
Cigna Investments
Connecticut
$218K -$19.4K -272 -9%
GAM
705
Groupama Asset Management
France
$218K +$203K +2,845 New
AGWCA
706
Annis Gardner Whiting Capital Advisors
Florida
$216K +$195K +2,741 +3,470%
ESBC
707
E.S. Barr & Co
Kentucky
$215K
AIA
708
AIMZ Investment Advisors
California
$215K
IIM
709
Ipswich Investment Management
Massachusetts
$214K
BTI
710
Blue Trust Inc
Georgia
$214K -$20.8K -292 -9%
CGL
711
Clarius Group LLC
Washington
$214K -$57.7K -811 -23%
MCM
712
Monument Capital Management
Virginia
$212K
TCM
713
Teza Capital Management
Illinois
$212K +$197K +2,769 New
EFS
714
Essex Financial Services
Connecticut
$212K +$197K +2,768 New
IC
715
Inscription Capital
Texas
$212K +$197K +2,766 New
D.E. Shaw & Co
716
D.E. Shaw & Co
New York
$212K -$28.3K -397 -13%
EBA
717
Eagle Bay Advisors
New York
$210K -$10.9K -153 -5%
RW
718
Rede Wealth
Virginia
$210K +$195K +2,739 New
AIM
719
Advyzon Investment Management
Illinois
$210K +$195K +2,738 New
LSPW
720
Lake Street Private Wealth
Illinois
$210K
SW
721
Simplicity Wealth
New Jersey
$207K +$193K +2,704 New
RCAG
722
Rehmann Capital Advisory Group
Michigan
$207K -$7.48K -105 -4%
PWG
723
Portside Wealth Group
Utah
$206K -$141K -1,976 -42%
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$204K +$4.41K +62 +2%
AWM
725
Angeles Wealth Management
California
$204K +$190K +2,666 New