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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
551
Bard Financial Services
Connecticut
$444K – – –
BC
552
Bridgefront Capital
Texas
$440K +$450K +7,521 New
SCA
553
Sage Capital Advisors
South Dakota
$439K – – –
FA
554
Fiduciary Alliance
South Carolina
$435K +$39.8K +665 +10%
MIH
555
Meitav Investment House
Israel
$435K – – –
TCM
556
Tufton Capital Management
Maryland
$435K – – –
BWM
557
Baron Wealth Management
Michigan
$432K – – –
MWM
558
Maridea Wealth Management
New York
$429K +$439K +7,336 New
SCM
559
Stevens Capital Management
Pennsylvania
$423K +$217K +3,620 +100%
GC
560
Guggenheim Capital
Illinois
$416K +$36.9K +616 +9%
PS
561
Principal Securities
Iowa
$407K +$148K +2,474 +55%
BBHC
562
Brown Brothers Harriman & Co
New York
$403K +$78.6K +1,313 +24%
WAOI
563
Wealth Advisors of Iowa
Iowa
$403K -$5.39K -90 -1%
NGA
564
Naples Global Advisors
Florida
$400K -$29.9K -500 -7%
IPAM
565
Investment Partners Asset Management
New Jersey
$395K – – –
ERIM
566
Eagle Ridge Investment Management
Connecticut
$395K – – –
WLG
567
Williamson Legacy Group
Indiana
$393K -$8.09K -135 -2%
EH
568
Equitable Holdings
New York
$392K +$157K +2,622 +64%
DI
569
Diligent Investors
California
$389K -$5.99K -100 -1%
SIA
570
Schechter Investment Advisors
Michigan
$388K -$5.75K -96 -1%
SWP
571
Sagespring Wealth Partners
Tennessee
$387K +$396K +6,609 New
UCFA
572
United Capital Financial Advisors
Texas
$385K +$38.6K +644 +11%
PTC
573
Private Trust Company
Ohio
$384K +$8.98K +150 +2%
CHAM
574
Clear Harbor Asset Management
Connecticut
$378K +$27K +450 +7%
WANY
575
Wealthspire Advisors (New York)
New York
$378K +$386K +6,452 New
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