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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
EW
626
Evoke Wealth
California
$8K – – –
PAI
627
Pittenger & Anderson Inc
Nebraska
$8K +$999 +23 +14%
CA
628
Crewe Advisors
Utah
$8K +$3.34K +77 +71%
SC
629
Schubert & Co
Texas
$7K -$521 -12 -7%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K – – –
SA
631
SRH Advisors
Kansas
$7K – – –
SPWM
632
Spartan Planning & Wealth Management
North Carolina
$6K -$6.42K -148 -50%
BWM
633
BerganKDV Wealth Management
Minnesota
$6K – – –
EARNEST Partners
634
EARNEST Partners
Georgia
$6K – – –
TJHA
635
Thomas J. Herzfeld Advisors
Florida
$6K – – –
WBC
636
West Branch Capital
Massachusetts
$6K – – –
ZIG
637
Zullo Investment Group
Pennsylvania
$6K – – –
GWS
638
Glassman Wealth Services
Virginia
$6K +$3.08K +71 +91%
FMP
639
Financial Management Professionals
Texas
$5K +$2.08K +48 +74%
CFFP
640
Center for Financial Planning
Michigan
$5K +$4.56K +105 New
APC
641
Aspire Private Capital
North Carolina
$5K +$4.91K +113 New
DIP
642
DT Investment Partners
Pennsylvania
$5K +$4.91K +113 New
AS
643
Altshuler Shaham
Israel
$4K -$134K -3,095 -97%
MA
644
MCF Advisors
Kentucky
$4K – – –
ANBT
645
American National Bank & Trust
Texas
$4K +$3.6K +83 New
RCM
646
Raleigh Capital Management
North Carolina
$4K +$3.73K +86 New
LC
647
Lindbrook Capital
California
$3K -$347 -8 -9%
AA
648
Addison Advisors
Vermont
$3K – – –
ACM
649
AUA Capital Management
Pennsylvania
$3K – – –
BCMLT
650
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –