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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$16.8K – – –
RTC
602
Riverview Trust Company
Washington
$15.2K – – –
PWMG
603
Prestige Wealth Management Group
New Jersey
$14.6K – – –
VCM
604
Versant Capital Management
Arizona
$13.9K – – –
C
605
Covestor
United Kingdom
$13K -$66K -1,593 -84%
AAG
606
Armstrong Advisory Group
Massachusetts
$12.7K – – –
GA
607
GoalVest Advisory
New York
$11.9K +$497 +12 +4%
HCP
608
Hexagon Capital Partners
Arkansas
$11.4K – – –
PAI
609
Pittenger & Anderson Inc
Nebraska
$11.1K -$137K -3,300 -93%
PPC
610
Park Place Capital
Alabama
$11.1K – – –
ZB
611
Zions Bancorporation
Utah
$10.9K – – –
BBHC
612
Brown Brothers Harriman & Co
New York
$10.5K – – –
BF
613
BOK Financial
Oklahoma
$10.4K +$9.15K +221 +1,842%
GWS
614
Glassman Wealth Services
Virginia
$10.2K – – –
CT
615
Colonial Trust
South Carolina
$9.9K – – –
SCA
616
Stuart Chaussee & Associates
California
$9.21K – – –
PCTC
617
Perkins Coie Trust Company
Washington
$9.02K +$8.82K +213 New
CA
618
Clearstead Advisors
Ohio
$8.89K – – –
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 – – –
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