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W.R. Berkley

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