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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
HHM Wealth Advisors
Tennessee
$7K +$6.64K +146 New
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K +$6.82K +150 New
FPS
628
Fieldpoint Private Securities
Connecticut
$6K -$16.6K -365 -75%
BWM
629
BerganKDV Wealth Management
Minnesota
$6K
EARNEST Partners
630
EARNEST Partners
Georgia
$6K
TJHA
631
Thomas J. Herzfeld Advisors
Florida
$6K
MA
632
MUFG Americas
New York
$5K -$45 -1 -0.9%
CA
633
Crewe Advisors
Utah
$5K +$4.91K +108 New
SFG
634
Steward Financial Group
Texas
$5K +$5.32K +117 New
GWS
635
Glassman Wealth Services
Virginia
$4K
MA
636
MCF Advisors
Kentucky
$4K +$227 +5 +6%
LC
637
Lindbrook Capital
California
$4K +$1.86K +41 +91%
ACM
638
AUA Capital Management
Pennsylvania
$3K -$45 -1 -1%
BCMLT
639
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
CCM
640
Copeland Capital Management
Pennsylvania
$3K
FMP
641
Financial Management Professionals
Texas
$3K
TCM
642
Tradewinds Capital Management
Washington
$3K
DI
643
Disciplined Investments
Oklahoma
$3K +$682 +15 +25%
AA
644
Addison Advisors
Vermont
$3K +$955 +21 +48%
PP
645
Pacifica Partners
Canada
$3K +$955 +21 +48%
AF
646
Allworth Financial
California
$3K +$2.64K +58 +527%
RWM
647
Raffa Wealth Management
District of Columbia
$2.46K
BPC
648
Banque Pictet & Cie
Switzerland
$2.22K +$2.22M +48,816 New
CMBA
649
C.M. Bidwell & Associates
Hawaii
$2K
LPWM
650
Lake Point Wealth Management
Texas
$2K