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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
626
Summit Financial
New Jersey
$310K +$293K +4,366 New
CCA
627
Cadent Capital Advisors
Oklahoma
$309K – – –
QCM
628
Qsemble Capital Management
New York
$309K -$1.42M -21,263 -83%
AIM
629
Aigen Investment Management
New York
$308K +$292K +4,363 New
ISL
630
Ingalls & Snyder LLC
New York
$307K -$201 -3 -0.1%
AC
631
Apella Capital
Connecticut
$306K -$3.62K -54 -1%
WFI
632
West Family Investments
California
$305K +$53.4K +797 +23%
MYAM
633
Meiji Yasuda Asset Management
Japan
$305K -$166K -2,483 -36%
OC
634
Oppenheimer & Co
New York
$303K – – –
SFG
635
Strive Financial Group
Indiana
$301K +$6.97K +104 +2%
MPIA
636
Mountain Pacific Investment Advisers
Idaho
$300K – – –
CWS
637
Confluence Wealth Services
Pennsylvania
$295K +$280K +4,185 New
HIP
638
HUB Investment Partners
Texas
$295K +$280K +4,185 New
CI
639
CX Institutional
Indiana
$290K +$2.48K +37 +0.9%
CCC
640
Compass Capital Corp
Massachusetts
$290K -$16.2K -242 -6%
YIA
641
YHB Investment Advisors
Connecticut
$288K -$84.7K -1,264 -24%
AF
642
Allworth Financial
California
$288K +$121K +1,810 +80%
MGIA
643
Moneta Group Investment Advisors
Missouri
$287K +$6.83K +102 +3%
EC
644
EntryPoint Capital
New York
$286K – – –
SCP
645
Sivia Capital Partners
California
$284K +$270K +4,031 New
DACS
646
Dymon Asia Capital (Singapore)
Singapore
$284K +$269K +4,020 New
ST
647
Somerset Trust
Pennsylvania
$280K -$1.41K -21 -0.5%
CSC
648
Caldwell Sutter Capital
California
$279K -$10.1K -150 -4%
EWA
649
EverSource Wealth Advisors
Alabama
$278K -$58.7K -876 -18%
PEWA
650
Pacific Excel Wealth Advisors
California
$275K +$261K +3,893 New
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