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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
751
McGuire Capital Advisors
Oklahoma
$87.8K -$804 -12 -1%
TWIM
752
TIAA Wealth Investment Management
New York
$81.7K +$77.6K +1,158 New
EWM
753
Evermay Wealth Management
Virginia
$78.9K – – –
CAL
754
Capital Advisors Ltd
Ohio
$75K -$13.9K -207 -16%
FIM
755
FWL Investment Management
Texas
$74.1K -$5.03K -75 -7%
SOW
756
State of Wyoming
Wyoming
$73K +$69.4K +1,035 New
DSC
757
Duncker Streett & Co
Missouri
$71.4K – – –
ACA
758
Atlas Capital Advisors
Wyoming
$69K +$24.5K +366 +60%
MWPCG
759
Measured Wealth Private Client Group
New Hampshire
$66.7K -$2.95K -44 -4%
CH
760
Cromwell Holdings
Wyoming
$64.8K +$1.88K +28 +3%
CFO
761
CVA Family Office
Colorado
$64.7K +$5.9K +88 +11%
MAS
762
MPWM Advisory Solutions
Georgia
$63.5K – – –
FFO
763
Fortitude Family Office
Arizona
$61.5K -$3.15K -47 -5%
RFG
764
REAP Financial Group
Texas
$61.3K +$402 +6 +0.7%
HI
765
Harbour Investments
Wisconsin
$59K -$938 -14 -2%
PB
766
Pinnacle Bancorp
Nebraska
$58.5K – – –
OL
767
OneFund LLC
Florida
$56.6K -$1.47K -22 -3%
BWA
768
Basecamp Wealth Advisors
Washington
$56.6K +$1.21K +18 +2%
SIC
769
SJS Investment Consulting
Ohio
$55.8K +$48.5K +724 +1,081%
HFS
770
Horizon Financial Services
North Carolina
$54.9K +$9.58K +143 +23%
TSMHT
771
Thurston Springer Miller Herd & Titak
Indiana
$54.7K -$114K -1,695 -69%
PWPS
772
Pinnacle Wealth Planning Services
Ohio
$54K -$67 -1 -0.1%
EP
773
Essential Partners
California
$53.7K +$47.1K +703 +1,212%
PP
774
PFS Partners
New Jersey
$52.6K – – –
LS
775
Livforsakringsbolaget Skandia
Sweden
$49.4K -$101K -1,500 -68%