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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
451
Regent Peak Wealth Advisors
Georgia
$17K +$16.7K +578 New
NIM
452
NuWave Investment Management
New Jersey
$16K -$21.6K -749 -57%
M
453
MOTCO
Texas
$16K +$15.5K +536 New
BFEC
454
Benjamin F. Edwards & Company
Missouri
$15K – – –
ICP
455
Interchange Capital Partners
Pennsylvania
$15K +$15.2K +527 New
HNB
456
Huntington National Bank
Ohio
$14K – – –
QCG
457
Quadrant Capital Group
Ohio
$14K – – –
TFO
458
Tarbox Family Office
California
$14K – – –
FPS
459
Fieldpoint Private Securities
Connecticut
$14K +$13.3K +461 New
PA
460
Parallel Advisors
California
$13K -$15.2K -527 -55%
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$13K -$577 -20 -4%
PWMG
462
Prestige Wealth Management Group
New Jersey
$12K -$12.1K -421 -51%
CI
463
CX Institutional
Indiana
$12K +$7.47K +259 +180%
BBHC
464
Brown Brothers Harriman & Co
New York
$12K +$11.4K +396 New
CAGAS
465
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
SL
466
Savior LLC
Massachusetts
$9K – – –
TFM
467
TFC Financial Management
Massachusetts
$8K – – –
VCM
468
Versant Capital Management
Arizona
$7K – – –
FCH
469
Freestone Capital Holdings
Washington
$6.24K – – –
EW
470
Evoke Wealth
California
$6K – – –
SLF
471
Sun Life Financial
Ontario, Canada
$6K – – –
ONST
472
Old North State Trust
North Carolina
$6K +$5.45K +189 New
RG
473
Retirement Group
California
$6K +$6.49K +225 New
CFN
474
Cordasco Financial Network
Florida
$5K – – –
HFS
475
Horizon Financial Services
North Carolina
$5K – – –
17 18
19
20 21