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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
651
TFC Financial Management
Massachusetts
$13.5K – – –
PPC
652
Park Place Capital
Alabama
$13K +$12.7K +263 New
HI
653
Harbour Investments
Wisconsin
$12.8K +$868 +18 +7%
BBHC
654
Brown Brothers Harriman & Co
New York
$12K – – –
ZB
655
Zions Bancorporation
Utah
$12K – – –
CWC
656
Carolinas Wealth Consulting
North Carolina
$11.8K +$11.7K +243 New
CT
657
Colonial Trust
South Carolina
$11.3K +$11.3K +234 New
SCA
658
Stuart Chaussee & Associates
California
$10.5K – – –
ADL
659
Asset Dedication LLC
California
$10K – – –
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$9.87K – – –
TCWA
661
Ten Capital Wealth Advisors
Washington
$9.87K – – –
VCM
662
Versant Capital Management
Arizona
$9.72K -$145 -3 -1%
GRP
663
Global Retirement Partners
California
$9.29K – – –
SC
664
Schubert & Co
Texas
$9.29K +$1.35K +28 +17%
PAI
665
Pittenger & Anderson Inc
Nebraska
$8.93K – – –
TFS
666
TrustCore Financial Services
Tennessee
$8.13K +$8.1K +168 New
SA
667
SRH Advisors
Kansas
$8K – – –
FFA
668
Farther Finance Advisors
California
$7.91K +$7.91K +164 New
GWSA
669
Global Wealth Strategies & Associates
Colorado
$7.76K +$7.76K +161 New
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.26K – – –
GWS
671
Glassman Wealth Services
Virginia
$7.18K – – –
SPWM
672
Spartan Planning & Wealth Management
North Carolina
$7.18K – – –
CWP
673
Concord Wealth Partners
Virginia
$7.18K +$7.19K +149 New
WBC
674
West Branch Capital
Massachusetts
$7.04K – – –
SWM
675
Spire Wealth Management
Virginia
$7K -$4K -83 -35%
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