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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
601
Graham Capital Wealth Management
District of Columbia
$404K – – –
AA
602
ALPS Advisors
Colorado
$399K -$28.9K -471 -8%
PGFC
603
Peapack-Gladstone Financial Corp
New Jersey
$393K +$3.43K +56 +1%
CG
604
Cynosure Group
Utah
$389K +$24.5K +399 +8%
SI
605
Severin Investments
Missouri
$388K +$13.7K +223 +4%
SAM
606
Strategy Asset Managers
California
$387K +$333K +5,434 New
ATPW
607
Ashton Thomas Private Wealth
Arizona
$386K +$31K +506 +10%
CL
608
Choreo LLC
Illinois
$384K -$6.19K -101 -2%
MWM
609
Mission Wealth Management
California
$382K +$329K +5,375 New
MSA
610
MUFG Securities Americas
New York
$378K +$53.3K +870 +20%
CCC
611
Compass Capital Corp
Massachusetts
$377K -$6.07K -99 -2%
HAG
612
HighPoint Advisor Group
Illinois
$377K +$19.4K +316 +6%
OCM
613
Osterweis Capital Management
California
$376K – – –
HAS
614
Horizon Advisory Services
New York
$375K +$6.37K +104 +2%
FWP
615
Firethorn Wealth Partners
Georgia
$375K +$40.6K +662 +14%
BFG
616
Beacon Financial Group
Texas
$374K -$9.81K -160 -3%
S
617
SignatureFD
Georgia
$370K +$40.2K +656 +14%
AWM
618
AE Wealth Management
Kansas
$368K +$29.8K +487 +10%
FSA
619
Financial Security Advisor
Virginia
$368K -$3.31K -54 -1%
HKIMG
620
Hutchens & Kramer Investment Management Group
Indiana
$368K -$11.8K -192 -4%
SAM
621
Smartleaf Asset Management
Massachusetts
$365K -$10.4K -170 -3%
PWAC
622
Private Wealth Advisors (California)
California
$363K +$429 +7 +0.1%
VI
623
Vestcor Inc
New Brunswick, Canada
$362K +$981 +16 +0.3%
SWM
624
Spire Wealth Management
Virginia
$359K +$8.09K +132 +3%
MPM
625
MBB Public Markets
Illinois
$355K +$305K +4,984 New
23 24
25
26 27