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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
676
Asset Dedication LLC
California
$9K – – –
Jones Financial Companies
677
Jones Financial Companies
Missouri
$8.91K +$8.62K +189 New
VCM
678
Versant Capital Management
Arizona
$8.49K -$6.79K -149 -45%
SA
679
SRH Advisors
Kansas
$7.71K – – –
GWSA
680
Global Wealth Strategies & Associates
Colorado
$7.57K – – –
SSG
681
Summit Securities Group
New York
$7K +$6.84K +150 New
DIP
682
DT Investment Partners
Pennsylvania
$6.12K – – –
TSWM
683
Tyler-Stone Wealth Management
Ohio
$6.08K – – –
AWM
684
Abound Wealth Management
Tennessee
$5.3K – – –
AIC
685
Archer Investment Corporation
Indiana
$5.16K – – –
CTWM
686
Cherry Tree Wealth Management
Minnesota
$5.09K – – –
RFG
687
REAP Financial Group
Texas
$5.07K +$4.92K +108 New
APC
688
Aspire Private Capital
North Carolina
$4.88K -$410 -9 -8%
SIS
689
Sound Income Strategies
Florida
$4.81K +$4.65K +102 New
VAG
690
VisionPoint Advisory Group
Texas
$4.17K -$24.8K -544 -86%
MCM
691
MV Capital Management
Maryland
$3.89K +$137 +3 +4%
AFWM
692
Abich Financial Wealth Management
Virginia
$3.82K +$3.69K +81 New
MA
693
MCF Advisors
Kentucky
$3.68K -$3.42K -75 -49%
RFG
694
RFP Financial Group
Georgia
$3.54K – – –
LTI
695
Laffer Tengler Investments
Tennessee
$3.25K +$3.15K +69 New
CCM
696
Copeland Capital Management
Pennsylvania
$3.23K – – –
BWM
697
Baystate Wealth Management
Massachusetts
$3K +$2.87K +63 New
SIC
698
SJS Investment Consulting
Ohio
$2.97K +$456 +10 +19%
BCMLT
699
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.78K – – –
MCM
700
Manchester Capital Management
Vermont
$2.76K -$182 -4 -6%