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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
576
Prime Capital Investment Advisors
Kansas
$434K -$19K -265 -4%
CCWM
577
Cassaday & Co Wealth Management
Virginia
$429K +$430 +6 +0.1%
GT
578
Greenleaf Trust
Michigan
$427K -$100K -1,399 -19%
SAM
579
Shell Asset Management
Netherlands
$425K
AA
580
ALPS Advisors
Colorado
$425K +$12.1K +169 +3%
LCWP
581
Legacy Capital Wealth Partners
Arkansas
$421K -$27.4K -382 -6%
Jones Financial Companies
582
Jones Financial Companies
Missouri
$415K +$156K +2,177 +61%
WC
583
Westerkirk Capital
$411K +$401K +5,600 New
AWM
584
Apollon Wealth Management
South Carolina
$409K +$56.5K +788 +16%
CW
585
CreativeOne Wealth
Kansas
$408K +$57.8K +807 +17%
CL
586
Choreo LLC
Illinois
$404K +$7.17K +100 +2%
WIA
587
World Investment Advisors
California
$403K +$177K +2,469 +82%
CG
588
Cynosure Group
Utah
$402K +$645 +9 +0.2%
CPCPP
589
Canada Post Corporation Pension Plan
Canada
$398K +$388K +5,415 New
FWP
590
Firethorn Wealth Partners
Georgia
$396K +$8.39K +117 +2%
SI
591
Severin Investments
Missouri
$393K -$6.95K -97 -2%
SAM
592
Strategy Asset Managers
California
$391K -$8.1K -113 -2%
HAS
593
Horizon Advisory Services
New York
$388K +$717 +10 +0.2%
AA
594
Advisory Alpha
Michigan
$388K +$379K +5,283 New
BFG
595
Beacon Financial Group
Texas
$386K +$215 +3 +0.1%
LC
596
Lincoln Capital
Nebraska
$385K +$375K +5,236 New
FSA
597
Financial Security Advisor
Virginia
$383K +$430 +6 +0.1%
S
598
SignatureFD
Georgia
$380K -$2.15K -30 -0.6%
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$379K -$25.5K -356 -6%
CCC
600
Compass Capital Corp
Massachusetts
$379K +$11K +153 +3%