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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
576
Blue Trust Inc
Georgia
$277K +$6.46K +115 +3%
ATPW
577
Ashton Thomas Private Wealth
Arizona
$277K +$9.88K +176 +4%
ISL
578
Ingalls & Snyder LLC
New York
$273K -$561 -10 -0.2%
NI
579
NDVR Inc
Massachusetts
$269K +$26.9K +479 +11%
CL
580
Choreo LLC
Illinois
$268K +$263K +4,685 New
VFA
581
Valeo Financial Advisors
Indiana
$268K +$48.7K +867 +22%
BRWA
582
B. Riley Wealth Advisors
Florida
$264K +$1.46K +26 +0.6%
AAM
583
Aureus Asset Management
Massachusetts
$263K – – –
DWP
584
Daymark Wealth Partners
Ohio
$262K -$30.2K -538 -10%
HT
585
Headlands Technologies
Illinois
$262K +$260K +4,622 New
FWP
586
Firethorn Wealth Partners
Georgia
$259K +$16.6K +296 +7%
CWM
587
Cornerstone Wealth Management
Missouri
$256K – – –
HAG
588
HighPoint Advisor Group
Illinois
$255K -$134K -2,380 -35%
S
589
SignatureFD
Georgia
$254K +$1.12K +20 +0.4%
PS
590
Principal Securities
Iowa
$254K +$132K +2,345 +110%
JWCA
591
J.W. Cole Advisors
Florida
$250K +$10.2K +182 +4%
NP
592
NorthRock Partners
Minnesota
$248K -$1.18K -21 -0.5%
GWMIA
593
Global Wealth Management Investment Advisory
Florida
$246K -$56 -1 -0%
AWM
594
AE Wealth Management
Kansas
$246K +$22.6K +403 +10%
GFS
595
GYL Financial Synergies
Connecticut
$244K +$842 +15 +0.3%
AC
596
Avestar Capital
New York
$243K +$1.4K +25 +0.6%
BW
597
BIP Wealth
Georgia
$242K -$898 -16 -0.4%
MPIA
598
Mountain Pacific Investment Advisers
Idaho
$241K -$56 -1 -0%
LI
599
LRI Investments
Florida
$240K -$15.6K -277 -6%
PWG
600
Portside Wealth Group
Utah
$239K +$237K +4,212 New
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