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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
801
Hemington Wealth Management
Virginia
$50K
CT
802
Coastline Trust
Rhode Island
$47.7K
RCM
803
Raleigh Capital Management
North Carolina
$46.9K -$2.35K -33 -5%
Loomis, Sayles & Company
804
Loomis, Sayles & Company
Massachusetts
$46.7K -$1.4M -19,671 -97%
TFIPS
805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K +$16.4K +230 +62%
SWP
806
Strategic Wealth Partners
Ohio
$40.2K +$37.4K +525 New
PWA
807
Physician Wealth Advisors
Utah
$40.1K +$10.7K +150 +40%
WSFS
808
Wilmington Savings Fund Society
Delaware
$39.9K -$66.1K -929 -64%
WIM
809
Westside Investment Management
California
$39.8K +$18.8K +264 +100%
SSG
810
Summit Securities Group
New York
$39.6K +$22.5K +316 +157%
NEWAS
811
N.E.W. Advisory Services
Wisconsin
$38.4K
AAG
812
Armstrong Advisory Group
Massachusetts
$35.4K -$2.71K -38 -8%
CFO
813
CVA Family Office
Colorado
$35.2K -$1.28K -18 -4%
CCA
814
Catalyst Capital Advisors
New York
$33.3K +$30.9K +434 New
BWL
815
Bogart Wealth LLC
Virginia
$32.9K +$1.85K +26 +6%
CFS
816
CGC Financial Services
Oregon
$32.3K
PAI
817
Pittenger & Anderson Inc
Nebraska
$28.7K
HNB
818
Hilltop National Bank
Wyoming
$27.9K
CT
819
Clearstead Trust
Maine
$27.9K +$3.63K +51 +16%
PWMG
820
Prestige Wealth Management Group
New Jersey
$26.1K
CFS
821
Compass Financial Services
Iowa
$25.9K +$24K +337 New
FFA
822
Frazier Financial Advisors
Ohio
$25.8K
CMBA
823
C.M. Bidwell & Associates
Hawaii
$24.9K -$196K -2,752 -89%
CA
824
CoreCap Advisors
Michigan
$24.8K -$47.7K -670 -67%
ADL
825
Asset Dedication LLC
California
$23.8K +$7.97K +112 +56%