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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
PA
901
Pineridge Advisors
Missouri
$1.33K +$1.29K +18 New
PWM
902
Parkworth Wealth Management
California
$1.25K +$573 +8 +89%
BIA
903
Bell Investment Advisors
California
$1.18K – – –
RWM
904
Rialto Wealth Management
New York
$1.18K +$1.15K +16 New
SC
905
Stephens Consulting
Michigan
$1.18K +$1.15K +16 New
PWA
906
Principia Wealth Advisory
Texas
$1.03K +$287 +4 +40%
RBC
907
Roble Belko & Company
Pennsylvania
$1K +$573 +8 New
VNA
908
Valley National Advisers
Pennsylvania
$1K +$1K +14 New
SWIM
909
Smallwood Wealth Investment Management
New Jersey
$955 +$932 +13 New
WPA
910
Wealth Preservation Advisors
Tennessee
$882 – – –
HIA
911
HFM Investment Advisors
New Jersey
$808 +$287 +4 +57%
GC
912
GFG Capital
Florida
$735 +$717 +10 New
ACA
913
American Capital Advisory
Idaho
$662 +$358 +5 +125%
APW
914
Aventura Private Wealth
Florida
$661 – – –
T
915
Transce3nd
Texas
$661 – – –
QWM
916
Quaker Wealth Management
New Jersey
$588 +$573 +8 New
WA
917
WestEnd Advisors
North Carolina
$441 -$215 -3 -33%
VWA
918
Valued Wealth Advisors
Utah
$441 – – –
HWP
919
Highline Wealth Partners
California
$367 +$358 +5 New
RS
920
Rakuten Securities
Japan
$147 -$645 -9 -82%
SWA
921
SOA Wealth Advisors
New York
$75 – – –
TFM
922
TFC Financial Management
Massachusetts
$74 +$72 +1 New
YDMI
923
Y.D. More Investments
Israel
$59 -$10.6K -148 -35%
Qube Research & Technologies (QRT)
924
Qube Research & Technologies (QRT)
United Kingdom
– -$22.9M -321,220 Closed
NG
925
NatWest Group
United Kingdom
– -$16.5M -232,393 Closed