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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
Steward Financial Group
Texas
$6K +$6.34K +153 New
EARNEST Partners
627
EARNEST Partners
Georgia
$5.71K – – –
TSWM
628
Tyler-Stone Wealth Management
Ohio
$5K – – –
CAL
629
Capital Analysts LLC
Pennsylvania
$5K +$5.3K +128 New
AWM
630
Abound Wealth Management
Tennessee
$4.76K -$746 -18 -14%
DIP
631
DT Investment Partners
Pennsylvania
$4.76K – – –
APC
632
Aspire Private Capital
North Carolina
$4.76K – – –
AIC
633
Archer Investment Corporation
Indiana
$4.63K – – –
TJHA
634
Thomas J. Herzfeld Advisors
Florida
$4.63K – – –
CTWM
635
Cherry Tree Wealth Management
Minnesota
$4.57K – – –
MCM
636
MV Capital Management
Maryland
$3.37K +$373 +9 +13%
RFG
637
RFP Financial Group
Georgia
$3.17K – – –
SIA
638
SkyView Investment Advisors
New Jersey
$3K – – –
CCM
639
Copeland Capital Management
Pennsylvania
$2.9K -$3.98K -96 -58%
MCM
640
Manchester Capital Management
Vermont
$2.67K +$2.11K +51 +425%
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K – – –
WWP
642
WR Wealth Planners
Missouri
$2.54K – – –
RWM
643
Raffa Wealth Management
District of Columbia
$2.29K – – –
SIC
644
SJS Investment Consulting
Ohio
$2.22K +$249 +6 +13%
AGWCA
645
Annis Gardner Whiting Capital Advisors
Florida
$2.18K +$2.11K +51 New
FMP
646
Financial Management Professionals
Texas
$2K – – –
PVH
647
Psagot Value Holdings
Israel
$2K +$2.2K +53 New
BAAM
648
Baker Avenue Asset Management
California
$1.91K +$414 +10 +29%
CMBA
649
C.M. Bidwell & Associates
Hawaii
$1.71K – – –
SS
650
Sunbelt Securities
Texas
$1.59K +$1.57K +38 New