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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
351
Mosaic Family Wealth
Missouri
$15K +$14.1K +675 New
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$14.5K
GRP
353
Global Retirement Partners
California
$14K
TC
354
Trust Company
Kansas
$14K
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$14K +$3.02K +145 +28%
CHP
356
Cable Hill Partners
Oregon
$11K
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$11K +$292 +14 +3%
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$11K +$334 +16 +3%
VFA
359
Valeo Financial Advisors
Indiana
$11K +$6.76K +324 +163%
PA
360
Parallel Advisors
California
$10K
PCP
361
Proficio Capital Partners
Massachusetts
$10K
S
362
SignatureFD
Georgia
$9K +$8.74K +419 New
FIB
363
First Interstate Bank
Montana
$8K
APP
364
Avantax Planning Partners
Iowa
$8K +$7.74K +371 New
SWP
365
Stratos Wealth Partners
Ohio
$7K -$480 -23 -7%
POIA
366
Pin Oak Investment Advisors
Texas
$7K
VCM
367
Versant Capital Management
Arizona
$7K
CAW
368
Cornerstone Advisors (Washington)
Washington
$6K
SWM
369
SeaCrest Wealth Management
New York
$6K
SPIA
370
Steward Partners Investment Advisory
New York
$6K +$1.19K +57 +26%
WAP
371
Wealthcare Advisory Partners
Pennsylvania
$5K
BC
372
Bartlett & Co
Ohio
$5K +$4.57K +219 New
BCWM
373
Bartlett & Co Wealth Management
Ohio
$4.73K +$4.57K +219 New
HFP
374
Holistic Financial Partners
Indiana
$4K
SA
375
SRH Advisors
Kansas
$4K