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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
876
DiNuzzo Private Wealth
Pennsylvania
$4.19K -$143 -2 -3%
AW
877
Avion Wealth
Texas
$4K +$932 +13 +27%
SS
878
SBI Securities
Japan
$3.97K +$1.36K +19 +54%
LWMI
879
Legacy Wealth Management (Idaho)
Idaho
$3.89K -$1K -14 -21%
LIS
880
Legacy Investment Solutions
Idaho
$3.89K +$3.8K +53 New
S
881
Sachetta
Massachusetts
$3.38K – – –
CPG
882
Cornerstone Planning Group
New Jersey
$3.36K +$2.01K +28 +140%
FUBT
883
First United Bank & Trust
Maryland
$3.16K – – –
HFS
884
Horizon Financial Services
North Carolina
$3.09K +$1.36K +19 +83%
FPB
885
First PREMIER Bank
South Dakota
$3K – – –
WCM
886
WealthTrak Capital Management
Virginia
$2.94K +$717 +10 +33%
HFS
887
Hughes Financial Services
Virginia
$2.68K +$502 +7 +23%
FNWA
888
Financial Network Wealth Advisors
Utah
$2.5K -$1.36K -19 -36%
SRCM
889
Signature Resources Capital Management
California
$2.5K +$2.44K +34 New
CIAS
890
CBIZ Investment Advisory Services
Ohio
$2.28K +$2.22K +31 New
MHR
891
Matthew Hamilton Rosenberg
$2.2K – – –
SIC
892
SJS Investment Consulting
Ohio
$2.13K -$1.5K -21 -42%
HFM
893
Harvest Fund Management
China
$2K – – –
RA
894
Rise Advisors
New York
$1.98K +$502 +7 +35%
KG
895
Kilter Group
New York
$1.98K +$1.94K +27 New
DF
896
Dunhill Financial
United Kingdom
$1.94K -$72 -1 -4%
JGIA
897
Jackson Grant Investment Advisers
Connecticut
$1.76K – – –
AWM
898
Activest Wealth Management
Florida
$1.76K +$788 +11 +85%
BHWM
899
Bay Harbor Wealth Management
Maryland
$1.55K +$717 +10 +91%
CWA
900
Carolina Wealth Advisors
South Carolina
$1.54K – – –