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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
AMI Investment Management
Indiana
$200K -$32.1K -599 -14%
LFAS
602
Level Four Advisory Services
Texas
$200K +$205K +3,821 New
CFB
603
Cullen/Frost Bankers
Texas
$196K +$5.57K +104 +3%
CCM
604
Chilton Capital Management
Texas
$192K – – –
EBA
605
Eagle Bay Advisors
New York
$190K -$26.5K -495 -12%
QCG
606
Quadrant Capital Group
Ohio
$189K +$16.2K +303 +9%
IHWM
607
Iron Horse Wealth Management
Iowa
$174K – – –
FFA
608
Farther Finance Advisors
California
$172K +$102K +1,912 +140%
BEI
609
Benjamin Edwards Inc
Missouri
$171K +$19K +354 +12%
WT
610
Whittier Trust
California
$166K – – –
IA
611
IFP Advisors
Florida
$164K +$3K +56 +2%
CMBA
612
C.M. Bidwell & Associates
Hawaii
$161K – – –
UFF
613
USA Financial Formulas
Michigan
$156K -$1.2M -22,310 -88%
HI
614
Horizon Investments
North Carolina
$153K -$41K -765 -15%
HWA
615
Heritage Wealth Advisors
Virginia
$150K – – –
OIA
616
Optimum Investment Advisors
Illinois
$147K -$8.04K -150 -5%
OP
617
ORG Partners
Indiana
$137K +$140K +2,610 New
PA
618
Parallel Advisors
California
$132K +$10.9K +203 +9%
CFGS
619
Concourse Financial Group Securities
Alabama
$118K +$14.8K +277 +14%
PS
620
Principal Securities
Iowa
$112K +$15.1K +282 +15%
AF
621
Advisornet Financial
Minnesota
$111K -$2.3K -43 -2%
AF
622
Allworth Financial
California
$103K +$68.8K +1,285 +75%
JWA
623
JFS Wealth Advisors
Pennsylvania
$98.5K +$643 +12 +0.6%
LFA
624
LGT Financial Advisors
Texas
$93.4K -$136K -2,532 -59%
AA
625
AlphaCentric Advisors
Puerto Rico
$91.8K +$93.8K +1,752 New
23 24
25
26 27