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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SA
626
SRH Advisors
Kansas
$7K – – –
ZIG
627
Zullo Investment Group
Pennsylvania
$7K – – –
PAI
628
Pittenger & Anderson Inc
Nebraska
$7K +$2.23K +49 +43%
HWA
629
HHM Wealth Advisors
Tennessee
$7K +$6.64K +146 New
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6.82K +150 New
FPS
631
Fieldpoint Private Securities
Connecticut
$6K -$16.6K -365 -75%
BWM
632
BerganKDV Wealth Management
Minnesota
$6K – – –
EARNEST Partners
633
EARNEST Partners
Georgia
$6K – – –
TJHA
634
Thomas J. Herzfeld Advisors
Florida
$6K – – –
MA
635
MUFG Americas
New York
$5K -$45 -1 -0.9%
CA
636
Crewe Advisors
Utah
$5K +$4.91K +108 New
SFG
637
Steward Financial Group
Texas
$5K +$5.32K +117 New
GWS
638
Glassman Wealth Services
Virginia
$4K – – –
MA
639
MCF Advisors
Kentucky
$4K +$227 +5 +6%
LC
640
Lindbrook Capital
California
$4K +$1.86K +41 +91%
ACM
641
AUA Capital Management
Pennsylvania
$3K -$45 -1 -1%
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –
CCM
643
Copeland Capital Management
Pennsylvania
$3K – – –
FMP
644
Financial Management Professionals
Texas
$3K – – –
TCM
645
Tradewinds Capital Management
Washington
$3K – – –
DI
646
Disciplined Investments
Oklahoma
$3K +$682 +15 +25%
AA
647
Addison Advisors
Vermont
$3K +$955 +21 +48%
PP
648
Pacifica Partners
Canada
$3K +$955 +21 +48%
AF
649
Allworth Financial
California
$3K +$2.64K +58 +527%
RWM
650
Raffa Wealth Management
District of Columbia
$2.46K – – –