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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
851
Matthew Hamilton Rosenberg
$1.4K – – –
MFG
852
Menard Financial Group
Texas
$1.4K +$1.44K +24 New
SS
853
SBI Securities
Japan
$1.4K +$1.44K +24 New
CWA
854
Carolina Wealth Advisors
South Carolina
$1.23K – – –
NMG
855
New Millennium Group
Utah
$1.23K +$1.26K +21 New
TAM
856
Tucker Asset Management
Colorado
$1.05K – – –
BTD
857
BankPlus Trust Department
Mississippi
$761 +$779 +13 New
CWP
858
Concord Wealth Partners
Virginia
$644 – – –
CPG
859
Cornerstone Planning Group
New Jersey
$592 +$240 +4 +67%
WCM
860
WealthTrak Capital Management
Virginia
$586 +$599 +10 New
WWP
861
WR Wealth Planners
Missouri
$527 – – –
APW
862
Aventura Private Wealth
Florida
$527 +$539 +9 New
PWM
863
Parkworth Wealth Management
California
$527 +$539 +9 New
PWA
864
Principia Wealth Advisory
Texas
$527 +$539 +9 New
T
865
Transce3nd
Texas
$527 +$539 +9 New
WWM
866
Wolff Wiese Magana
California
$410 – – –
SN
867
Sittner & Nelson
Oregon
$410 +$419 +7 New
WW
868
Winnow Wealth
Texas
$371 +$419 +7 New
VWA
869
Valued Wealth Advisors
Utah
$352 – – –
CTB
870
Country Trust Bank
Illinois
$351 – – –
OSNBOA
871
Old Second National Bank of Aurora
Illinois
$351 +$359 +6 New
CAM
872
Chesapeake Asset Management
New York
$292 – – –
NC
873
NewSquare Capital
Pennsylvania
$234 +$240 +4 New
WA
874
WestEnd Advisors
North Carolina
$176 +$60 +1 +50%
HWA
875
HHM Wealth Advisors
Tennessee
$176 +$180 +3 New