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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
626
Riverview Trust Company
Washington
$14.9K – – –
PWMG
627
Prestige Wealth Management Group
New Jersey
$14.2K – – –
HT
628
Headlands Technologies
Illinois
$14.2K +$15.3K +342 New
FCA
629
Fortis Capital Advisors
Kansas
$13.2K -$255K -5,711 -95%
VCM
630
Versant Capital Management
Arizona
$13.1K +$5.19K +116 +58%
BWM
631
BerganKDV Wealth Management
Minnesota
$13.1K +$8.23K +184 +140%
LC
632
Lindbrook Capital
California
$12.6K -$3.49K -78 -20%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$12.5K +$13.4K +300 New
TH
634
TCTC Holdings
Texas
$12.5K +$13.4K +300 New
TFM
635
TFC Financial Management
Massachusetts
$12K +$403 +9 +3%
RCM
636
Raleigh Capital Management
North Carolina
$11.3K -$4.12K -92 -25%
HI
637
Harbour Investments
Wisconsin
$11K – – –
PPC
638
Park Place Capital
Alabama
$10.9K – – –
ZB
639
Zions Bancorporation
Utah
$10.9K +$671 +15 +6%
HCP
640
Hexagon Capital Partners
Arkansas
$10.8K -$2.68K -60 -19%
CA
641
Clearstead Advisors
Ohio
$10.5K +$11.3K +252 New
BBHC
642
Brown Brothers Harriman & Co
New York
$10.3K – – –
CWC
643
Carolinas Wealth Consulting
North Carolina
$10.2K +$89 +2 +0.8%
CT
644
Colonial Trust
South Carolina
$9.71K – – –
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$9.34K +$939 +21 +10%
FFA
646
Farther Finance Advisors
California
$9.28K +$2.68K +60 +37%
SCA
647
Stuart Chaussee & Associates
California
$9.03K – – –
PAI
648
Pittenger & Anderson Inc
Nebraska
$8.72K +$1.12K +25 +14%
ADL
649
Asset Dedication LLC
California
$8K – – –
GRP
650
Global Retirement Partners
California
$7.73K +$358 +8 +4%
24 25
26
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