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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Steward Financial Group
Texas
$7K +$4.07K +91 +106%
GWSA
652
Global Wealth Strategies & Associates
Colorado
$6.66K
AF
653
Allworth Financial
California
$6.66K +$3.31K +74 +85%
TAM
654
Tucker Asset Management
Colorado
$6.23K +$6.71K +150 New
CWP
655
Concord Wealth Partners
Virginia
$6.16K
EARNEST Partners
656
EARNEST Partners
Georgia
$5.6K
FMP
657
Financial Management Professionals
Texas
$5K +$45 +1 +0.9%
APC
658
Aspire Private Capital
North Carolina
$4.67K
AWM
659
Abound Wealth Management
Tennessee
$4.67K +$5.05K +113 New
TJHA
660
Thomas J. Herzfeld Advisors
Florida
$4.54K -$1.52K -34 -24%
DIP
661
DT Investment Partners
Pennsylvania
$4.48K
SC
662
Schubert & Co
Texas
$3.86K -$4.43K -99 -52%
WTA
663
Washington Trust Advisors
Massachusetts
$3.8K
ANBT
664
American National Bank & Trust
Texas
$3.42K
MA
665
MCF Advisors
Kentucky
$3.24K
RFG
666
RFP Financial Group
Georgia
$3.11K
CCM
667
Copeland Capital Management
Pennsylvania
$3K
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.72K
Commonwealth Equity Services
669
Commonwealth Equity Services
Massachusetts
$2.56K +$719K +16,074 +35%
VFA
670
Values First Advisors
Tennessee
$2.4K +$2.64K +59 New
BF
671
BOK Financial
Oklahoma
$2.37K +$2.55K +57 New
TCM
672
Tradewinds Capital Management
Washington
$2.35K
RWM
673
Raffa Wealth Management
District of Columbia
$2.24K
DI
674
Disciplined Investments
Oklahoma
$2.12K -$1.16K -26 -34%
SIA
675
SkyView Investment Advisors
New Jersey
$2K +$1.7K +38 New