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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
676
Cornerstone Financial Group
Nebraska
$244K
SFS
677
Sowell Financial Services
Arkansas
$243K +$6.57K +98 +3%
SC
678
Steph & Co
Wisconsin
$241K +$62.3K +930 +37%
AFG
679
ABLE Financial Group
Arizona
$239K
NAAA
680
New Age Alpha Advisors
New York
$238K -$23.5K -351 -9%
SGF
681
S&G Foundation
Wyoming
$238K
TAM
682
Trust Asset Management
Texas
$236K
PCG
683
Prosperity Consulting Group
Maryland
$235K +$223K +3,335 New
PFA
684
Pure Financial Advisors
California
$234K +$222K +3,312 New
AMCA
685
Arthur M. Cohen & Associates
Illinois
$233K
Fayez Sarofim & Co
686
Fayez Sarofim & Co
Texas
$233K
EFS
687
Essex Financial Services
Connecticut
$232K -$25.7K -384 -10%
KCP
688
Kera Capital Partners
California
$232K +$220K +3,285 New
FCBT
689
First Citizens Bank & Trust
North Carolina
$229K -$32.5K -485 -13%
IP
690
Ignite Planners
California
$228K +$7.97K +119 +4%
KWM
691
Kingsview Wealth Management
Oregon
$226K +$8.31K +124 +4%
1C
692
111 Capital
France
$225K -$70.8K -1,057 -25%
AFT
693
Alpha Family Trust
California
$225K
BRWM
694
Blue Rock Wealth Management
North Carolina
$223K
AC
695
AlphaCore Capital
California
$221K +$209K +3,122 New
GRP
696
Global Retirement Partners
California
$221K +$210K +3,127 New
EPW
697
Evolve Private Wealth
California
$220K -$349K -5,207 -63%
WA
698
Waddell & Associates
Tennessee
$219K +$208K +3,110 New
RIG
699
RiverFront Investment Group
Virginia
$219K +$938 +14 +0.5%
WIA
700
World Investment Advisors
California
$218K -$173K -2,578 -44%