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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
751
Anchor Investment Management
South Carolina
$108K – – –
FPF
752
First Pacific Financial
Washington
$105K +$147 +2 +0.1%
CA
753
Clearstead Advisors
Ohio
$105K +$45.5K +618 +71%
HIA
754
Harbor Investment Advisory
Maryland
$97.5K +$2.95K +40 +3%
FIM
755
FWL Investment Management
Texas
$96.4K – – –
CTC
756
Central Trust Company
Missouri
$94.5K -$4.79K -65 -5%
QC
757
Quent Capital
New York
$91.6K -$4.27K -58 -4%
CVM
758
Cheviot Value Management
California
$91.4K – – –
Federated Hermes
759
Federated Hermes
Pennsylvania
$91.2K -$11.1K -151 -10%
FFO
760
Fortitude Family Office
Arizona
$88.4K -$884 -12 -0.9%
WBC
761
Westpac Banking Corp
Australia
$88.1K – – –
MCA
762
McGuire Capital Advisors
Oklahoma
$88.1K +$92.6K +1,256 New
PW
763
Pandora Wealth
Illinois
$81.8K – – –
EWM
764
Evermay Wealth Management
Virginia
$77.8K – – –
CAL
765
Capital Advisors Ltd
Ohio
$74K – – –
CFD
766
Creative Financial Designs
Indiana
$73.5K -$29.5K -400 -28%
DSC
767
Duncker Streett & Co
Missouri
$71K – – –
MWPCG
768
Measured Wealth Private Client Group
New Hampshire
$69.4K – – –
MAS
769
MPWM Advisory Solutions
Georgia
$63.1K – – –
CH
770
Cromwell Holdings
Wyoming
$61.9K -$1.18K -16 -2%
RBI
771
Raiffeisen Bank International
Austria
$61.2K +$47.2K +641 +287%
OL
772
OneFund LLC
Florida
$60K +$3.61K +49 +6%
PB
773
Pinnacle Bancorp
Nebraska
$58.1K – – –
RFG
774
REAP Financial Group
Texas
$57.9K +$10K +136 +20%
RFP
775
Root Financial Partners
California
$55.5K +$884 +12 +2%