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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
IFP Advisors
Florida
$320K +$73K +1,682 +38%
ST
477
Somerset Trust
Pennsylvania
$317K – – –
WAOI
478
Wealth Advisors of Iowa
Iowa
$316K +$319K +7,347 New
ALAM
479
Asahi Life Asset Management
Japan
$316K +$319K +7,350 New
APA
480
American Portfolios Advisors
New York
$314K -$2.87K -66 -0.9%
RBC
481
Romano Brothers & Co
Illinois
$314K +$317K +7,293 New
SIA
482
Schechter Investment Advisors
Michigan
$308K -$13K -300 -4%
AA
483
ALPS Advisors
Colorado
$307K +$309K +7,125 New
SOW
484
State of Wyoming
Wyoming
$305K +$193K +4,449 +170%
ERIM
485
Eagle Ridge Investment Management
Connecticut
$304K – – –
EF
486
Empirical Finance
Pennsylvania
$303K +$53.7K +1,237 +21%
DWP
487
Destiny Wealth Partners
Florida
$301K +$303K +6,987 New
AWM
488
Avior Wealth Management
Nebraska
$295K +$2.69K +62 +0.9%
II
489
Inspire Investing
Idaho
$293K +$295K +6,800 New
DI
490
Diligent Investors
California
$291K – – –
OC
491
Oppenheimer & Co
New York
$291K – – –
ACA
492
Aptus Capital Advisors
Alabama
$291K +$3.95K +91 +1%
PAM
493
Paradigm Asset Management
New York
$291K -$71.6K -1,650 -20%
HKIMG
494
Hutchens & Kramer Investment Management Group
Indiana
$290K -$2.95K -68 -1%
MGP
495
Metis Global Partners
California
$290K +$36.9K +849 +14%
BPC
496
Banque Pictet & Cie
Switzerland
$286K -$1.83M -42,183 -86%
AIM
497
AMI Investment Management
Indiana
$279K -$11.7K -270 -4%
CAN
498
Cetera Advisor Networks
California
$279K +$281K +6,474 New
PCM
499
Presidio Capital Management
California
$278K +$13.7K +315 +5%
MRCM
500
M&R Capital Management
New Jersey
$276K – – –
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20
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