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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Clearstead Advisors
Ohio
$17.8K +$8.7K +210 +100%
BWL
602
Bogart Wealth LLC
Virginia
$16.8K – – –
RTC
603
Riverview Trust Company
Washington
$15.2K – – –
PWMG
604
Prestige Wealth Management Group
New Jersey
$14.6K – – –
VCM
605
Versant Capital Management
Arizona
$13.9K – – –
C
606
Covestor
United Kingdom
$13K -$66K -1,593 -84%
AAG
607
Armstrong Advisory Group
Massachusetts
$12.7K – – –
GA
608
GoalVest Advisory
New York
$11.9K +$497 +12 +4%
HCP
609
Hexagon Capital Partners
Arkansas
$11.4K – – –
PAI
610
Pittenger & Anderson Inc
Nebraska
$11.1K -$137K -3,300 -93%
PPC
611
Park Place Capital
Alabama
$11.1K – – –
ZB
612
Zions Bancorporation
Utah
$10.9K – – –
BBHC
613
Brown Brothers Harriman & Co
New York
$10.5K – – –
BF
614
BOK Financial
Oklahoma
$10.4K +$9.15K +221 +1,842%
GWS
615
Glassman Wealth Services
Virginia
$10.2K – – –
CT
616
Colonial Trust
South Carolina
$9.9K – – –
SCA
617
Stuart Chaussee & Associates
California
$9.21K – – –
PCTC
618
Perkins Coie Trust Company
Washington
$9.02K +$8.82K +213 New
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$8.63K – – –
ADL
620
Asset Dedication LLC
California
$8K – – –
HNB
621
Huntington National Bank
Ohio
$7.24K -$207 -5 -3%
SA
622
SRH Advisors
Kansas
$6.92K – – –
GWSA
623
Global Wealth Strategies & Associates
Colorado
$6.79K – – –
MA
624
MCF Advisors
Kentucky
$6.48K +$3.11K +75 +96%
CWP
625
Concord Wealth Partners
Virginia
$6.29K – – –
23 24
25
26 27