We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Accredited Wealth Management
Kentucky
$11.8K +$11.5K +160 New
GWSA
852
Global Wealth Strategies & Associates
Colorado
$11.8K – – –
SC
853
SouthState Corp
Florida
$11.4K +$2.37K +33 +27%
LFA
854
LGT Financial Advisors
Texas
$10.2K +$72 +1 +0.7%
NC
855
NewSquare Capital
Pennsylvania
$10.1K +$645 +9 +7%
GKIM
856
GW&K Investment Management
Massachusetts
$9K – – –
DIP
857
DT Investment Partners
Pennsylvania
$8.23K – – –
PPC
858
Park Place Capital
Alabama
$8.09K -$8.89K -124 -53%
CTWM
859
Cherry Tree Wealth Management
Minnesota
$7.93K – – –
KFI
860
Key Financial Inc
Pennsylvania
$7.79K – – –
MCM
861
MV Capital Management
Maryland
$7.71K +$215 +3 +3%
WWM
862
Wolff Wiese Magana
California
$7.42K – – –
TIM
863
Tortoise Investment Management
New York
$7.27K +$1.58K +22 +29%
OAJ
864
Ogorek Anthony Joseph
New York
$7K – – –
CWP
865
Clark Wealth Partners
Illinois
$6.98K -$1K -14 -13%
FDCP
866
Foster Dykema Cabot & Partners
Massachusetts
$6.83K – – –
OP
867
ORG Partners
Indiana
$6.12K +$6.02K +84 New
RWM
868
Raffa Wealth Management
District of Columbia
$5.95K – – –
AGWCA
869
Annis Gardner Whiting Capital Advisors
Florida
$5.8K -$1.29K -18 -19%
MWM
870
MorganRosel Wealth Management
Colorado
$5.36K – – –
FCAS
871
First Command Advisory Services
Texas
$5.14K – – –
HHMI
872
Howard Hughes Medical Institute
Maryland
$4.7K +$4.59K +64 New
MCA
873
Maryland Capital Advisors
Maryland
$4.48K +$4.37K +61 New
FC
874
Family CFO
California
$4.41K +$4.3K +60 New
DPW
875
DiNuzzo Private Wealth
Pennsylvania
$4.19K -$143 -2 -3%
33 34
35
36 37