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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
601
Manchester Financial
California
$316K -$142K -2,059 -30%
FRM
602
Fox Run Management
Connecticut
$312K +$12.2K +177 +4%
IPW
603
Impact Partnership Wealth
Georgia
$312K -$718K -10,424 -69%
SPC
604
Spirepoint Private Client
Florida
$311K -$22.3K -324 -6%
MWM
605
Mission Wealth Management
California
$308K -$689 -10 -0.2%
BPWM
606
BCS Private Wealth Management
New Jersey
$307K +$320K +4,639 New
CFB
607
Cullen/Frost Bankers
Texas
$306K +$13.5K +196 +4%
SW
608
Simplicity Wealth
New Jersey
$305K +$17.3K +251 +6%
FCP
609
Fidelis Capital Partners
Florida
$304K -$14.4K -209 -4%
PP
610
Prudential plc
United Kingdom
$304K – – –
IA
611
IFC Advisors
California
$304K -$2.96K -43 -0.9%
DIM
612
Delta Investment Management
California
$304K +$1.51K +22 +0.5%
CCA
613
Checchi Capital Advisers
California
$300K +$59.7K +867 +24%
CWM
614
Cornerstone Wealth Management
Missouri
$299K – – –
AAM
615
Aureus Asset Management
Massachusetts
$298K -$9.92K -144 -3%
HBT
616
Heartland Bank & Trust
Illinois
$298K +$8.27K +120 +3%
EGM
617
Engineers Gate Manager
New York
$295K +$307K +4,458 New
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$294K – – –
CCA
619
Cadent Capital Advisors
Oklahoma
$291K -$7.85K -114 -3%
AC
620
Apella Capital
Connecticut
$290K +$15.5K +225 +5%
DWP
621
Daymark Wealth Partners
Ohio
$290K -$42.2K -612 -12%
ISL
622
Ingalls & Snyder LLC
New York
$289K – – –
CCC
623
Compass Capital Corp
Massachusetts
$289K +$413 +6 +0.1%
SC
624
Syon Capital
California
$285K -$50.5K -733 -15%
OC
625
Oppenheimer & Co
New York
$285K +$296K +4,300 New
23 24
25
26 27