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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$227K -$482 -9 -0.2%
NP
577
NorthRock Partners
Minnesota
$227K -$6.43K -120 -3%
SAM
578
Smartleaf Asset Management
Massachusetts
$225K +$80.3K +1,500 +54%
LI
579
LRI Investments
Florida
$225K +$223K +4,171 +3,419%
CWS
580
Confluence Wealth Services
Pennsylvania
$225K +$230K +4,289 New
GFS
581
GYL Financial Synergies
Connecticut
$225K +$214 +4 +0.1%
BW
582
BIP Wealth
Georgia
$224K +$803 +15 +0.4%
NI
583
NDVR Inc
Massachusetts
$224K +$18.1K +337 +9%
FWP
584
Firethorn Wealth Partners
Georgia
$224K +$9.21K +172 +4%
AC
585
Avestar Capital
New York
$223K -$182K -3,401 -44%
MPIA
586
Mountain Pacific Investment Advisers
Idaho
$223K – – –
JWCA
587
J.W. Cole Advisors
Florida
$221K +$589 +11 +0.3%
CCA
588
Checchi Capital Advisers
California
$217K -$1.29K -24 -0.6%
VC
589
Vicus Capital
Pennsylvania
$216K -$2.89K -54 -1%
AWM
590
Apollon Wealth Management
South Carolina
$213K +$218K +4,062 New
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$212K -$56.7K -1,059 -21%
EFI
592
EHP Funds Inc
Canada
$212K +$217K +4,050 New
Northwestern Mutual Wealth Management
593
Northwestern Mutual Wealth Management
Wisconsin
$211K -$39.4K -735 -15%
GI
594
GAMMA Investing
California
$210K +$61.9K +1,155 +40%
WFI
595
West Family Investments
California
$207K +$212K +3,957 New
SSW
596
Smith Shellnut Wilson
Mississippi
$207K -$13.8K -258 -6%
AWM
597
AE Wealth Management
Kansas
$206K -$35.2K -657 -14%
OWA
598
One Wealth Advisors
California
$203K +$95.1K +1,775 +50%
VFA
599
Valeo Financial Advisors
Indiana
$202K +$206K +3,855 New
NHC
600
Nicholas Hoffman & Company
Georgia
$201K +$205K +3,836 New