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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
501
Eagle Ridge Investment Management
Connecticut
$342K – – –
TNBTD
502
Trustmark National Bank Trust Department
Mississippi
$339K +$72.3K +1,500 +27%
RBC
503
Romano Brothers & Co
Illinois
$336K -$17.1K -355 -5%
SIA
504
Schechter Investment Advisors
Michigan
$336K -$11.1K -231 -3%
FA
505
Fiduciary Alliance
South Carolina
$335K +$334K +6,918 New
EHAM
506
Eagle Harbor Asset Management
Washington
$334K -$52.8K -1,095 -14%
AWM
507
Avior Wealth Management
Nebraska
$333K +$916 +19 +0.3%
DI
508
Diligent Investors
California
$327K – – –
OC
509
Oppenheimer & Co
New York
$327K – – –
DWP
510
Destiny Wealth Partners
Florida
$320K -$18.3K -379 -5%
KWM
511
Kingsview Wealth Management
Oregon
$317K -$626K -12,981 -66%
AIM
512
AMI Investment Management
Indiana
$313K – – –
MRCM
513
M&R Capital Management
New Jersey
$310K – – –
AAM
514
Aureus Asset Management
Massachusetts
$304K – – –
TRCT
515
Tower Research Capital (TRC)
New York
$304K -$361K -7,476 -54%
TMAM
516
Tokio Marine Asset Management
Japan
$304K +$23.3K +483 +8%
CCM
517
Coldstream Capital Management
Washington
$301K +$300K +6,215 New
SBIA
518
Sheaff Brock Investment Advisors
Indiana
$300K +$299K +6,200 New
BWM
519
Baron Wealth Management
Michigan
$297K +$296K +6,131 New
SAM
520
Silvercrest Asset Management
New York
$296K – – –
EWM
521
Empirical Wealth Management
Washington
$295K +$2.89K +60 +1%
CFA
522
CWS Financial Advisors
Michigan
$294K -$114K -2,361 -29%
FCA
523
Fortis Capital Advisors
Kansas
$292K +$291K +6,029 New
PCM
524
Presidio Capital Management
California
$283K -$29.6K -614 -10%
XT
525
XTX Topco
Cayman Islands
$279K -$431K -8,934 -61%
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