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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
651
Glassman Wealth Services
Virginia
$7.04K +$939 +21 +14%
SA
652
SRH Advisors
Kansas
$7K – – –
SFG
653
Steward Financial Group
Texas
$7K +$4.07K +91 +106%
GWSA
654
Global Wealth Strategies & Associates
Colorado
$6.66K – – –
AF
655
Allworth Financial
California
$6.66K +$3.31K +74 +85%
TAM
656
Tucker Asset Management
Colorado
$6.23K +$6.71K +150 New
CWP
657
Concord Wealth Partners
Virginia
$6.16K – – –
EARNEST Partners
658
EARNEST Partners
Georgia
$5.6K – – –
FMP
659
Financial Management Professionals
Texas
$5K +$45 +1 +0.9%
APC
660
Aspire Private Capital
North Carolina
$4.67K – – –
AWM
661
Abound Wealth Management
Tennessee
$4.67K +$5.05K +113 New
TJHA
662
Thomas J. Herzfeld Advisors
Florida
$4.54K -$1.52K -34 -24%
DIP
663
DT Investment Partners
Pennsylvania
$4.48K – – –
SC
664
Schubert & Co
Texas
$3.86K -$4.43K -99 -52%
WTA
665
Washington Trust Advisors
Massachusetts
$3.8K – – –
ANBT
666
American National Bank & Trust
Texas
$3.42K – – –
MA
667
MCF Advisors
Kentucky
$3.24K – – –
RFG
668
RFP Financial Group
Georgia
$3.11K – – –
CCM
669
Copeland Capital Management
Pennsylvania
$3K – – –
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.72K – – –
VFA
671
Values First Advisors
Tennessee
$2.4K +$2.64K +59 New
BF
672
BOK Financial
Oklahoma
$2.37K +$2.55K +57 New
TCM
673
Tradewinds Capital Management
Washington
$2.35K – – –
RWM
674
Raffa Wealth Management
District of Columbia
$2.24K – – –
DI
675
Disciplined Investments
Oklahoma
$2.12K -$1.16K -26 -34%