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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$7K -$4K -83 -35%
ZIG
677
Zullo Investment Group
Pennsylvania
$6.97K – – –
TJHA
678
Thomas J. Herzfeld Advisors
Florida
$6.92K +$434 +9 +7%
EARNEST Partners
679
EARNEST Partners
Georgia
$6.53K – – –
CAC
680
Core Alternative Capital
Georgia
$6.31K -$13.4K -277 -68%
BWM
681
BerganKDV Wealth Management
Minnesota
$6.31K – – –
APC
682
Aspire Private Capital
North Carolina
$5.44K – – –
DIP
683
DT Investment Partners
Pennsylvania
$5.44K – – –
CA
684
Crewe Advisors
Utah
$5.22K -$3.71K -77 -42%
FMP
685
Financial Management Professionals
Texas
$5K – – –
BWA
686
Boulder Wealth Advisors
Colorado
$5K +$5.45K +113 New
WTA
687
Washington Trust Advisors
Massachusetts
$4.43K -$45.6K -945 -91%
AF
688
Allworth Financial
California
$4.21K +$338 +7 +9%
ANBT
689
American National Bank & Trust
Texas
$4K – – –
SFG
690
Steward Financial Group
Texas
$4K +$4.15K +86 New
SIC
691
SJS Investment Consulting
Ohio
$3.92K +$2.07K +43 +113%
MA
692
MCF Advisors
Kentucky
$3.77K -$241 -5 -6%
ACM
693
AUA Capital Management
Pennsylvania
$3.7K – – –
DI
694
Disciplined Investments
Oklahoma
$3.7K +$96 +2 +3%
RFG
695
RFP Financial Group
Georgia
$3.63K +$3.62K +75 New
BCMLT
696
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.17K +$48 +1 +2%
CCM
697
Copeland Capital Management
Pennsylvania
$3K – – –
TCM
698
Tradewinds Capital Management
Washington
$2.74K – – –
RWM
699
Raffa Wealth Management
District of Columbia
$2.61K – – –
IAA
700
Independent Advisor Alliance
North Carolina
$2.43K -$332K -6,886 -12%