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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
751
ORG Wealth Partners
Texas
$152K -$54.3K -886 -29%
JWA
752
JFS Wealth Advisors
Pennsylvania
$136K +$245 +4 +0.2%
Federated Hermes
753
Federated Hermes
Pennsylvania
$124K -$28.9K -472 -21%
HNB
754
Huntington National Bank
Ohio
$123K +$21.8K +356 +26%
LSA
755
Leonteq Securities AG
Switzerland
$122K +$79.7K +1,300 +309%
SJIM
756
St. Johns Investment Management
Florida
$120K
MAS
757
MPWM Advisory Solutions
Georgia
$119K +$64.3K +1,050 +167%
VCM
758
Versant Capital Management
Arizona
$118K +$87.7K +1,431 +642%
C
759
Covestor
United Kingdom
$116K +$16.7K +272 +20%
EB
760
Eastern Bank
Massachusetts
$116K
AIM
761
Anchor Investment Management
South Carolina
$110K
FPF
762
First Pacific Financial
Washington
$106K
LC
763
Lindbrook Capital
California
$105K +$26.4K +431 +41%
FIM
764
FWL Investment Management
Texas
$105K -$74.5K -1,216 -45%
JFGIW
765
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$1.84K -30 -2%
NFSG
766
Newbridge Financial Services Group
Florida
$103K +$6.31K +103 +8%
CVM
767
Cheviot Value Management
California
$97.9K +$82.7K +1,350 New
HIA
768
Harbor Investment Advisory
Maryland
$96.1K
EI
769
eCIO Inc
Wisconsin
$95.9K +$82.6K +1,348 New
SW
770
SVB Wealth
Massachusetts
$93K +$80.1K +1,307 New
FFO
771
Fortitude Family Office
Arizona
$91.5K -$4.11K -67 -5%
QC
772
Quent Capital
New York
$91.5K
SVWA
773
Sarver Vrooman Wealth Advisors
Missouri
$90.2K +$77.7K +1,268 New
WBC
774
Westpac Banking Corp
Australia
$89.4K
HCP
775
Hexagon Capital Partners
Arkansas
$85.9K +$5.52K +90 +8%