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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
601
Bank of Montreal
Ontario, Canada
$17.2K +$5.83M +128,139 +55%
PWMG
602
Prestige Wealth Management Group
New Jersey
$17K -$773 -17 -5%
RTC
603
Riverview Trust Company
Washington
$16K
SPWM
604
Spartan Planning & Wealth Management
North Carolina
$14K
TWA
605
TCI Wealth Advisors
Arizona
$14K +$13.6K +300 New
TFM
606
TFC Financial Management
Massachusetts
$13K
BBHC
607
Brown Brothers Harriman & Co
New York
$11K -$136 -3 -1%
ZB
608
Zions Bancorporation
Utah
$11K
HI
609
Harbour Investments
Wisconsin
$11K +$11.2K +246 New
SCA
610
Stuart Chaussee & Associates
California
$10K -$45 -1 -0.5%
VCM
611
Versant Capital Management
Arizona
$10K -$45 -1 -0.5%
EI
612
Ellevest Inc
New York
$10K +$364 +8 +4%
ADL
613
Asset Dedication LLC
California
$9K
GRP
614
Global Retirement Partners
California
$9K +$273 +6 +3%
CFN
615
Cordasco Financial Network
Florida
$8K
EW
616
Evoke Wealth
California
$8K
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$8K
SC
618
Schubert & Co
Texas
$8K +$4.77K +105 +148%
RIM
619
Rockbridge Investment Management
New York
$7.65K
WBC
620
West Branch Capital
Massachusetts
$7K -$1K -22 -13%
CWP
621
Concord Wealth Partners
Virginia
$7K
RG
622
Retirement Group
California
$7K
SA
623
SRH Advisors
Kansas
$7K
ZIG
624
Zullo Investment Group
Pennsylvania
$7K
PAI
625
Pittenger & Anderson Inc
Nebraska
$7K +$2.23K +49 +43%