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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
576
Advisor OS
Illinois
$420K -$24.9K -338 -5%
GCA
577
Greenwood Capital Associates
South Carolina
$420K -$59.8K -812 -12%
CG
578
Cynosure Group
Utah
$418K +$36.8K +499 +9%
SF
579
Sun Financial
Utah
$412K +$433K +5,874 New
CCWM
580
Cassaday & Co Wealth Management
Virginia
$410K +$811 +11 +0.2%
PCIA
581
Prime Capital Investment Advisors
Kansas
$408K -$13.3K -180 -3%
FTWA
582
Fifth Third Wealth Advisors
Ohio
$407K -$27.3K -371 -6%
RBC
583
Romano Brothers & Co
Illinois
$405K -$11.1K -150 -3%
CIC
584
Carnegie Investment Counsel
Ohio
$402K -$68.8K -933 -14%
DAS
585
Dynamic Advisor Solutions
Arizona
$401K +$57.2K +776 +16%
AWM
586
Atticus Wealth Management
Florida
$400K +$368 +5 +0.1%
LC
587
Lincoln Capital
Nebraska
$399K +$33.6K +456 +9%
LNWTC
588
Laird Norton Wetherby Trust Company
Washington
$396K +$416K +5,651 New
WC
589
Westerkirk Capital
$393K – – –
PHS
590
Pekin Hardy Strauss
Illinois
$391K +$411K +5,575 New
WP
591
Woodline Partners
California
$389K +$409K +5,550 New
XT
592
XTX Topco
Cayman Islands
$388K -$657K -8,920 -62%
FWP
593
Firethorn Wealth Partners
Georgia
$386K +$7.74K +105 +2%
LCWP
594
Legacy Capital Wealth Partners
Arkansas
$386K -$10.3K -140 -2%
GC
595
Guggenheim Capital
Illinois
$379K -$32.9K -447 -8%
MAS
596
Meeder Advisory Services
Ohio
$376K +$19.8K +269 +5%
S
597
SignatureFD
Georgia
$375K +$20.6K +280 +6%
FPAS
598
Focus Partners Advisor Solutions
Missouri
$375K -$410K -5,559 -51%
PMAM
599
Picton Mahoney Asset Management
Ontario, Canada
$372K +$391K +5,312 New
WF
600
Willow Financial
Arkansas
$370K +$389K +5,274 New
22 23
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