We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
726
Capital Advisors Ltd
Ohio
$84K +$14.3K +207 +20%
MCA
727
McGuire Capital Advisors
Oklahoma
$83.3K – – –
CA
728
Clearstead Advisors
Ohio
$78.5K -$21.1K -307 -21%
C
729
Covestor
United Kingdom
$75K -$41.7K -605 -35%
FIM
730
FWL Investment Management
Texas
$74.6K -$17.2K -250 -18%
EWM
731
Evermay Wealth Management
Virginia
$73.6K – – –
DSC
732
Duncker Streett & Co
Missouri
$67.1K – – –
BCV
733
Banque Cantonale Vaudoise
Switzerland
$66K +$68.7K +997 New
MWPCG
734
Measured Wealth Private Client Group
New Hampshire
$65.6K – – –
MCM
735
MAI Capital Management
Ohio
$64.9K +$20.5K +297 +44%
FFO
736
Fortitude Family Office
Arizona
$60.9K -$23.6K -342 -27%
MAS
737
MPWM Advisory Solutions
Georgia
$59.7K – – –
CH
738
Cromwell Holdings
Wyoming
$58.5K – – –
RBI
739
Raiffeisen Bank International
Austria
$57.2K – – –
RFG
740
REAP Financial Group
Texas
$57.2K +$2.55K +37 +4%
HI
741
Harbour Investments
Wisconsin
$56.4K -$188K -2,725 -76%
CFO
742
CVA Family Office
Colorado
$55K +$26K +378 +84%
PB
743
Pinnacle Bancorp
Nebraska
$54.9K – – –
RFP
744
Root Financial Partners
California
$54.7K +$2.27K +33 +4%
OL
745
OneFund LLC
Florida
$53.9K -$2.07K -30 -4%
BWA
746
Basecamp Wealth Advisors
Washington
$52K – – –
PWPS
747
Pinnacle Wealth Planning Services
Ohio
$50.8K – – –
PP
748
PFS Partners
New Jersey
$49.4K +$69 +1 +0.1%
NS
749
NBC Securities
Alabama
$49.1K -$2.2K -32 -4%
DCM
750
Davis Capital Management
Florida
$44.7K -$138 -2 -0.3%
28 29
30
31 32