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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
551
Huntington National Bank
Ohio
$19K -$17.6K -442 -51%
BWL
552
Bogart Wealth LLC
Virginia
$18K – – –
T
553
TCWP
Ohio
$18K +$16.5K +413 New
PWMG
554
Prestige Wealth Management Group
New Jersey
$17K -$1.04K -26 -6%
RTC
555
Riverview Trust Company
Washington
$16K +$14.4K +360 New
BA
556
Bellwether Advisors
Nebraska
$14K – – –
WTC
557
WhitTier Trust Company
Nevada
$14K +$12.7K +318 New
CAGAS
558
Capital Advisory Group Advisory Services
Minnesota
$14K +$12.9K +324 New
SPWM
559
Spartan Planning & Wealth Management
North Carolina
$13K +$11.8K +297 New
TFM
560
TFC Financial Management
Massachusetts
$12K – – –
PFBT
561
Parkside Financial Bank & Trust
Missouri
$12K +$5.3K +133 +95%
BBHC
562
Brown Brothers Harriman & Co
New York
$11K -$5.62K -141 -36%
ZB
563
Zions Bancorporation
Utah
$11K -$80 -2 -0.8%
VCM
564
Versant Capital Management
Arizona
$10K -$518 -13 -6%
SCA
565
Stuart Chaussee & Associates
California
$10K +$40 +1 +0.5%
DB
566
Dravo Bay
Delaware
$9.99K +$8.97K +225 New
ADL
567
Asset Dedication LLC
California
$9K – – –
EI
568
Ellevest Inc
New York
$9K – – –
EW
569
Evoke Wealth
California
$8K -$80 -2 -1%
CFN
570
Cordasco Financial Network
Florida
$8K – – –
GRP
571
Global Retirement Partners
California
$8K +$7.38K +185 New
RIM
572
Rockbridge Investment Management
New York
$7.54K -$120K -3,005 -95%
CWP
573
Concord Wealth Partners
Virginia
$7K -$598 -15 -9%
RG
574
Retirement Group
California
$7K -$80 -2 -1%
WBC
575
West Branch Capital
Massachusetts
$7K -$40 -1 -0.6%
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