We are live on ! Find out more
WRB icon

W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
RIAS
901
Rachor Investment Advisory Services
Michigan
$862
SWM
902
SHP Wealth Management
Massachusetts
$862 +$895 +13 New
WPA
903
Wealth Preservation Advisors
Tennessee
$795
SGFG
904
Silver Grove Financial Group
New York
$795 +$826 +12 New
UFF
905
USA Financial Formulas
Michigan
$729
ACM
906
Anfield Capital Management
California
$663
WA
907
WestEnd Advisors
North Carolina
$663
GSEP
908
Golden State Equity Partners
California
$662 +$689 +10 New
UCB
909
United Community Bank
South Carolina
$597
WSFG
910
Wall Street Financial Group
Illinois
$597 +$620 +9 New
QWM
911
Quaker Wealth Management
New Jersey
$531 -$207 -3 -27%
NRG
912
Nemes Rush Group
Michigan
$398
SA
913
Seneschal Advisors
Washington
$398
VWA
914
Valued Wealth Advisors
Utah
$398
IWS
915
Intentional Wealth Strategies
Colorado
$331 +$344 +5 New
ACA
916
American Capital Advisory
Idaho
$266 -$482 -7 -64%
NWS
917
Nvest Wealth Strategies
Ohio
$266 +$275 +4 New
CW
918
Curio Wealth
Maryland
$199 +$207 +3 New
NF
919
Napier Financial
Massachusetts
$199 +$207 +3 New
AWM
920
Abound Wealth Management
Tennessee
$171
AIM
921
Arcadia Investment Management
Michigan
$133
SWA
922
SOA Wealth Advisors
New York
$68
TFM
923
TFC Financial Management
Massachusetts
$67
3FI
924
3 Factor Indexing
California
$67 +$69 +1 New
YDMI
925
Y.D. More Investments
Israel
$40 -$1.79K -26 -12%