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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
601
First Horizon Advisors
Tennessee
$22K -$591 -13 -3%
CFO
602
CVA Family Office
Colorado
$22K – – –
BWL
603
Bogart Wealth LLC
Virginia
$22K +$3.41K +75 +19%
HNB
604
Huntington National Bank
Ohio
$21K +$1.27K +28 +6%
PWMG
605
Prestige Wealth Management Group
New Jersey
$17K -$773 -17 -5%
RTC
606
Riverview Trust Company
Washington
$16K – – –
SPWM
607
Spartan Planning & Wealth Management
North Carolina
$14K – – –
TWA
608
TCI Wealth Advisors
Arizona
$14K +$13.6K +300 New
TFM
609
TFC Financial Management
Massachusetts
$13K – – –
BBHC
610
Brown Brothers Harriman & Co
New York
$11K -$136 -3 -1%
ZB
611
Zions Bancorporation
Utah
$11K – – –
HI
612
Harbour Investments
Wisconsin
$11K +$11.2K +246 New
SCA
613
Stuart Chaussee & Associates
California
$10K -$45 -1 -0.5%
VCM
614
Versant Capital Management
Arizona
$10K -$45 -1 -0.5%
EI
615
Ellevest Inc
New York
$10K +$364 +8 +4%
ADL
616
Asset Dedication LLC
California
$9K – – –
GRP
617
Global Retirement Partners
California
$9K +$273 +6 +3%
CFN
618
Cordasco Financial Network
Florida
$8K – – –
EW
619
Evoke Wealth
California
$8K – – –
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
SC
621
Schubert & Co
Texas
$8K +$4.77K +105 +148%
RIM
622
Rockbridge Investment Management
New York
$7.65K – – –
WBC
623
West Branch Capital
Massachusetts
$7K -$1K -22 -13%
CWP
624
Concord Wealth Partners
Virginia
$7K – – –
RG
625
Retirement Group
California
$7K – – –