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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SG
676
StoneX Group
New York
$244K +$234K +3,491 New
CFG
677
Cornerstone Financial Group
Nebraska
$244K – – –
SFS
678
Sowell Financial Services
Arkansas
$243K +$6.57K +98 +3%
SC
679
Steph & Co
Wisconsin
$241K +$62.3K +930 +37%
AFG
680
ABLE Financial Group
Arizona
$239K – – –
NAAA
681
New Age Alpha Advisors
New York
$238K -$23.5K -351 -9%
SGF
682
S&G Foundation
Wyoming
$238K – – –
TAM
683
Trust Asset Management
Texas
$236K – – –
PCG
684
Prosperity Consulting Group
Maryland
$235K +$223K +3,335 New
PFA
685
Pure Financial Advisors
California
$234K +$222K +3,312 New
AMCA
686
Arthur M. Cohen & Associates
Illinois
$233K – – –
Fayez Sarofim & Co
687
Fayez Sarofim & Co
Texas
$233K – – –
EFS
688
Essex Financial Services
Connecticut
$232K -$25.7K -384 -10%
KCP
689
Kera Capital Partners
California
$232K +$220K +3,285 New
FCBT
690
First Citizens Bank & Trust
North Carolina
$229K -$32.5K -485 -13%
IP
691
Ignite Planners
California
$228K +$7.97K +119 +4%
KWM
692
Kingsview Wealth Management
Oregon
$226K +$8.31K +124 +4%
1C
693
111 Capital
France
$225K -$70.8K -1,057 -25%
AFT
694
Alpha Family Trust
California
$225K – – –
BRWM
695
Blue Rock Wealth Management
North Carolina
$223K – – –
AC
696
AlphaCore Capital
California
$221K +$209K +3,122 New
GRP
697
Global Retirement Partners
California
$221K +$210K +3,127 New
EPW
698
Evolve Private Wealth
California
$220K -$349K -5,207 -63%
WA
699
Waddell & Associates
Tennessee
$219K +$208K +3,110 New
RIG
700
RiverFront Investment Group
Virginia
$219K +$938 +14 +0.5%