We are live on ! Find out more
WRB icon

W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
901
Signature Resources Capital Management
California
$2.38K – – –
IWM
902
IMG Wealth Management
Florida
$2.31K +$2.43K +33 New
CIAS
903
CBIZ Investment Advisory Services
Ohio
$2.17K -$6.34K -86 -74%
CFM
904
Cornerstone Financial Management
Massachusetts
$2.17K +$2.29K +31 New
DF
905
Dunhill Financial
United Kingdom
$2.08K +$295 +4 +15%
PCM
906
Penserra Capital Management
California
$2K -$119K -1,615 -98%
HFM
907
Harvest Fund Management
China
$2K – – –
KG
908
Kilter Group
New York
$1.89K -$737 -10 -27%
SFS
909
Sunrise Financial Services
Washington
$1.89K +$1.99K +27 New
AP
910
Aspect Partners
Virginia
$1.68K – – –
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$1.68K – – –
HHCP
912
Hilton Head Capital Partners
South Carolina
$1.61K +$1.7K +23 New
SS
913
SBI Securities
Japan
$1.47K -$2.14K -29 -58%
KFI
914
Key Financial Inc
Pennsylvania
$1.33K -$6.41K -87 -82%
BIA
915
Bell Investment Advisors
California
$1.12K – – –
CMA
916
Cedar Mountain Advisors
Oregon
$1.12K – – –
TAM
917
Tucker Asset Management
Colorado
$1.12K +$1.18K +16 New
RWM
918
Rialto Wealth Management
New York
$1.05K +$147 +2 +15%
RBC
919
Roble Belko & Company
Pennsylvania
$1K – – –
VNA
920
Valley National Advisers
Pennsylvania
$1K +$147 +2 +14%
APW
921
Aventura Private Wealth
Florida
$982 -$11.4K -155 -92%
PWA
922
Principia Wealth Advisory
Texas
$982 -$147 -2 -13%
HIA
923
HFM Investment Advisors
New Jersey
$912 – – –
1CP
924
1015 Capital Partners
Pennsylvania
$912 +$958 +13 New
RIAS
925
Rachor Investment Advisory Services
Michigan
$912 +$958 +13 New
35 36
37
38 39