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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
1CP
901
1015 Capital Partners
Pennsylvania
$862 – – –
RIAS
902
Rachor Investment Advisory Services
Michigan
$862 – – –
SWM
903
SHP Wealth Management
Massachusetts
$862 +$895 +13 New
WPA
904
Wealth Preservation Advisors
Tennessee
$795 – – –
SGFG
905
Silver Grove Financial Group
New York
$795 +$826 +12 New
UFF
906
USA Financial Formulas
Michigan
$729 – – –
ACM
907
Anfield Capital Management
California
$663 – – –
WA
908
WestEnd Advisors
North Carolina
$663 – – –
GSEP
909
Golden State Equity Partners
California
$662 +$689 +10 New
UCB
910
United Community Bank
South Carolina
$597 – – –
WSFG
911
Wall Street Financial Group
Illinois
$597 +$620 +9 New
QWM
912
Quaker Wealth Management
New Jersey
$531 -$207 -3 -27%
NRG
913
Nemes Rush Group
Michigan
$398 – – –
SA
914
Seneschal Advisors
Washington
$398 – – –
VWA
915
Valued Wealth Advisors
Utah
$398 – – –
IWS
916
Intentional Wealth Strategies
Colorado
$331 +$344 +5 New
ACA
917
American Capital Advisory
Idaho
$266 -$482 -7 -64%
NWS
918
Nvest Wealth Strategies
Ohio
$266 +$275 +4 New
CW
919
Curio Wealth
Maryland
$199 +$207 +3 New
NF
920
Napier Financial
Massachusetts
$199 +$207 +3 New
AWM
921
Abound Wealth Management
Tennessee
$171 – – –
AIM
922
Arcadia Investment Management
Michigan
$133 – – –
SWA
923
SOA Wealth Advisors
New York
$68 – – –
TFM
924
TFC Financial Management
Massachusetts
$67 – – –
3FI
925
3 Factor Indexing
California
$67 +$69 +1 New