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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
626
PFS Partners
New Jersey
$33.3K +$145 +3 +0.4%
RCC
627
Red Cedar Capital
Nebraska
$33K – – –
PFBT
628
Parkside Financial Bank & Trust
Missouri
$32.6K +$12.5K +260 +63%
RFA
629
Resurgent Financial Advisors
Georgia
$32.1K +$32K +663 New
TC
630
Trust Company
Kansas
$32K – – –
HFM
631
Harvest Fund Management
China
$30K -$62.9K -1,305 -68%
DFCM
632
Dark Forest Capital Management
Puerto Rico
$30K +$29.9K +620 New
PA
633
Parallel Advisors
California
$28.6K +$1.06K +22 +4%
TFP
634
Tilia Fiduciary Partners
North Carolina
$28.6K – – –
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$28K -$434 -9 -2%
DMBA
636
Deseret Mutual Benefit Administrators
Utah
$25.3K -$22.3K -463 -47%
PI
637
PineBridge Investments
New York
$24.3K -$16.4M -340,486 -100%
LS
638
Livforsakringsbolaget Skandia
Sweden
$24K – – –
CFO
639
CVA Family Office
Colorado
$23.7K +$386 +8 +2%
HNB
640
Huntington National Bank
Ohio
$21.2K -$1.83K -38 -8%
MSCM
641
McElhenny Sheffield Capital Management
Texas
$19.6K +$19.5K +405 New
BWL
642
Bogart Wealth LLC
Virginia
$19.2K -$13.5K -279 -41%
LC
643
Lindbrook Capital
California
$18.5K +$14.7K +305 +391%
RCM
644
Raleigh Capital Management
North Carolina
$17.7K +$13.5K +279 +324%
RTC
645
Riverview Trust Company
Washington
$17K – – –
PWMG
646
Prestige Wealth Management Group
New Jersey
$16.5K -$579 -12 -3%
HB
647
Horizon Bancorp
Indiana
$16K +$16.3K +338 New
HCP
648
Hexagon Capital Partners
Arkansas
$15.5K +$2.17K +45 +16%
SSG
649
Summit Securities Group
New York
$15K -$251K -5,205 -94%
DJSG
650
D.J. St. Germain
Massachusetts
$14.5K +$14.5K +300 New
24 25
26
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