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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
626
Heartland Bank & Trust
Illinois
$323K -$11.7K -163 -4%
GCM
627
Gallacher Capital Management
Colorado
$323K +$315K +4,392 New
CCA
628
Checchi Capital Advisers
California
$318K +$11.8K +165 +4%
CI
629
CX Institutional
Indiana
$318K -$4.87K -68 -2%
HW
630
Hancock Whitney
Mississippi
$318K -$644K -8,981 -67%
PTP
631
Platform Technology Partners
New York
$317K -$3.44K -48 -1%
APG
632
Abacus Planning Group
South Carolina
$315K +$98.4K +1,373 +47%
GCWM
633
Graham Capital Wealth Management
District of Columbia
$314K -$100K -1,400 -25%
MPIA
634
Mountain Pacific Investment Advisers
Idaho
$312K – – –
DWP
635
Daymark Wealth Partners
Ohio
$312K +$32.1K +448 +12%
RL
636
Retireful LLC
Michigan
$311K +$304K +4,235 New
DAS
637
Diversify Advisory Services
Utah
$311K -$14K -196 -4%
WFI
638
West Family Investments
California
$310K +$24.5K +342 +9%
WA
639
Waverly Advisors
Alabama
$308K +$4.87K +68 +2%
HCPC
640
Hamilton Capital Partners (Canada)
$306K – – –
HA
641
Huntleigh Advisors
Missouri
$302K +$1.58K +22 +0.5%
WC
642
Wexford Capital
Florida
$301K – – –
MGIA
643
Moneta Group Investment Advisors
Missouri
$301K +$4.37K +61 +2%
MPM
644
MBB Public Markets
Illinois
$301K -$63.6K -888 -18%
SFA
645
Sequoia Financial Advisors
Ohio
$300K +$31.7K +442 +12%
ST
646
Somerset Trust
Pennsylvania
$300K -$6.16K -86 -2%
AC
647
AXQ Capital
New Jersey
$298K -$876K -12,218 -75%
DAS
648
Dynamic Advisor Solutions
Arizona
$296K +$7.81K +109 +3%
LAM
649
Longboard Asset Management
Arizona
$291K – – –
NP
650
Nilsine Partners
Colorado
$286K +$34.8K +486 +14%
24 25
26
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