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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
551
Cookson Peirce & Co
Pennsylvania
$228K +$227K +4,713 New
JFL
552
Jarislowsky, Fraser Ltd
Quebec, Canada
$226K – – –
WPC
553
Wedmont Private Capital
Pennsylvania
$225K +$219K +4,539 New
PCIA
554
Prime Capital Investment Advisors
Kansas
$225K +$224K +4,643 New
HKIMG
555
Hutchens & Kramer Investment Management Group
Indiana
$224K -$92.2K -1,912 -29%
EWM
556
Evercore Wealth Management
New York
$223K +$222K +4,613 New
PFS
557
Prospera Financial Services
Texas
$223K -$35.2K -730 -14%
FW
558
FirstPurpose Wealth
Utah
$223K -$13.6K -282 -6%
HIA
559
Harbor Investment Advisory
Maryland
$221K – – –
BBW
560
Blue Barn Wealth
Utah
$220K +$220K +4,556 New
PWS
561
Precision Wealth Strategies
Missouri
$219K -$3.76K -78 -2%
ACM
562
Aquatic Capital Management
Illinois
$218K +$217K +4,500 New
IAIM
563
Industrial Alliance Investment Management
Quebec, Canada
$218K +$217K +4,506 New
CIA
564
Capital Impact Advisors
Massachusetts
$216K – – –
VVP
565
Venture Visionary Partners
Ohio
$214K +$214K +4,430 New
AIM
566
Aigen Investment Management
New York
$214K +$214K +4,428 New
SSW
567
Smith Shellnut Wilson
Mississippi
$214K +$213K +4,419 New
FCA
568
FinTrust Capital Advisors
South Carolina
$211K +$181K +3,751 +614%
DEA
569
DoubleLine ETF Adviser
Florida
$210K +$209K +4,332 New
GWMIA
570
Global Wealth Management Investment Advisory
Florida
$210K +$209K +4,331 New
CCM
571
Carlson Capital Management
Minnesota
$208K +$208K +4,308 New
GFS
572
GYL Financial Synergies
Connecticut
$208K +$208K +4,307 New
MA
573
MJP Associates
Connecticut
$207K -$27.5K -570 -12%
MPIA
574
Mountain Pacific Investment Advisers
Idaho
$206K +$205K +4,253 New
IF
575
IRON Financial
Illinois
$205K +$204K +4,233 New
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