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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
701
Deseret Mutual Benefit Administrators
Utah
$23.7K – – –
BWL
702
Bogart Wealth LLC
Virginia
$23.4K – – –
CFO
703
CVA Family Office
Colorado
$23K – – –
FMP
704
Financial Management Professionals
Texas
$22K +$757 +14 +4%
HNB
705
Hilltop National Bank
Wyoming
$21.5K +$19.7K +365 New
PWMG
706
Prestige Wealth Management Group
New Jersey
$21.2K -$2.27K -42 -10%
RTC
707
Riverview Trust Company
Washington
$21.2K +$19.5K +360 New
HCP
708
Hexagon Capital Partners
Arkansas
$21.1K +$4.87K +90 +33%
FFA
709
Frazier Financial Advisors
Ohio
$19.9K – – –
PPC
710
Park Place Capital
Alabama
$19.3K – – –
PWMG
711
Private Wealth Management Group
New Jersey
$17.7K – – –
HNB
712
Huntington National Bank
Ohio
$17.3K -$2.54K -47 -14%
CT
713
Colonial Trust
South Carolina
$16.5K – – –
ZB
714
Zions Bancorporation
Utah
$15.7K – – –
PAI
715
Pittenger & Anderson Inc
Nebraska
$15.5K – – –
AAG
716
Armstrong Advisory Group
Massachusetts
$14.2K – – –
WB
717
Webster Bank
Connecticut
$13.7K +$12.6K +233 New
BBHC
718
Brown Brothers Harriman & Co
New York
$13.5K -$3.95K -73 -24%
BF
719
BOK Financial
Oklahoma
$12.9K -$649 -12 -5%
SCA
720
Stuart Chaussee & Associates
California
$12.8K – – –
FMII
721
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
ADL
722
Asset Dedication LLC
California
$12K – – –
CA
723
Clearstead Advisors
Ohio
$11K -$1.3K -24 -10%
FHA
724
First Horizon Advisors
Tennessee
$11K -$23.1K -428 -70%
FIM
725
Fernwood Investment Management
Massachusetts
$10.7K +$9.84K +182 New
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