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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
526
RWA Wealth Partners
Massachusetts
$481K -$1.65K -24 -0.3%
ACM
527
Advisors Capital Management
New Jersey
$479K -$3.03K -44 -0.6%
BB
528
Busey Bank
Illinois
$478K +$497K +7,214 New
IAIM
529
International Assets Investment Management
Florida
$478K -$43.9K -638 -8%
VWM
530
Venturi Wealth Management
Texas
$477K -$175K -2,537 -26%
LNWTC
531
Laird Norton Wetherby Trust Company
Washington
$474K +$103K +1,498 +27%
PA
532
Procyon Advisors
Connecticut
$466K -$78.2K -1,135 -14%
CPCPP
533
Canada Post Corporation Pension Plan
Canada
$464K – – –
CG
534
Caprock Group
Idaho
$459K +$477K +6,923 New
GT
535
Glenmede Trust
Pennsylvania
$458K -$22.4K -325 -4%
WAOI
536
Wealth Advisors of Iowa
Iowa
$458K +$2.07K +30 +0.4%
CHAM
537
Clear Harbor Asset Management
Connecticut
$456K +$1.72K +25 +0.4%
SWP
538
Sagespring Wealth Partners
Tennessee
$453K -$28K -406 -6%
AWM
539
AE Wealth Management
Kansas
$452K -$13.6K -197 -3%
MYAM
540
Meiji Yasuda Asset Management
Japan
$451K -$28.8K -418 -6%
IPAM
541
Investment Partners Asset Management
New Jersey
$447K – – –
DAS
542
Dynamic Advisor Solutions
Arizona
$447K +$70.9K +1,030 +18%
PS
543
Principal Securities
Iowa
$444K +$29.5K +429 +7%
CIC
544
Crawford Investment Counsel
Georgia
$440K -$207 -3 -0%
EOJOAM
545
E. Ohman J:or Asset Management
Sweden
$434K -$289K -4,200 -39%
DI
546
Diligent Investors
California
$425K – – –
QCG
547
Quadrant Capital Group
Ohio
$425K -$31.5K -458 -7%
MG
548
Mather Group
Illinois
$423K -$20.7K -301 -5%
LFAS
549
Level Four Advisory Services
Texas
$420K -$52.6K -764 -11%
OCM
550
Osterweis Capital Management
California
$420K – – –
20 21
22
23 24