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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CFN
476
Cordasco Financial Network
Florida
$6K – – –
EW
477
Evoke Wealth
California
$6K – – –
HFS
478
Horizon Financial Services
North Carolina
$6K – – –
SA
479
SRH Advisors
Kansas
$6K – – –
VFA
480
Valeo Financial Advisors
Indiana
$6K – – –
ZB
481
Zions Bancorporation
Utah
$6K – – –
CWP
482
Concord Wealth Partners
Virginia
$6K +$5.34K +173 New
RG
483
Retirement Group
California
$5K -$2.34K -76 -34%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$5K -$62 -2 -1%
EARNEST Partners
485
EARNEST Partners
Georgia
$5K – – –
EWA
486
Evolution Wealth Advisors
Florida
$4K – – –
WWM
487
Wolff Wiese Magana
California
$4K – – –
PAI
488
Pittenger & Anderson Inc
Nebraska
$4K +$648 +21 +23%
TJHA
489
Thomas J. Herzfeld Advisors
Florida
$4K +$3.39K +110 New
WCM
490
Wealthcare Capital Management
Virginia
$4K +$3.89K +126 New
BCWM
491
Bartlett & Co Wealth Management
Ohio
$3.01K +$2.78K +90 New
AssetMark Inc
492
AssetMark Inc
California
$3K -$401 -13 -12%
ACM
493
AUA Capital Management
Pennsylvania
$3K – – –
CFFP
494
Center for Financial Planning
Michigan
$3K – – –
BC
495
Bartlett & Co
Ohio
$3K +$2.78K +90 New
AIM
496
Anchor Investment Management
South Carolina
$2.71K – – –
CCM
497
Copeland Capital Management
Pennsylvania
$2K – – –
FHC
498
First Horizon Corporation
Tennessee
$2K – – –
LC
499
Lindbrook Capital
California
$2K – – –
TCM
500
Tradewinds Capital Management
Washington
$2K – – –