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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$23.4K – – –
CFO
702
CVA Family Office
Colorado
$23K – – –
FMP
703
Financial Management Professionals
Texas
$22K +$757 +14 +4%
HNB
704
Hilltop National Bank
Wyoming
$21.5K +$19.7K +365 New
PWMG
705
Prestige Wealth Management Group
New Jersey
$21.2K -$2.27K -42 -10%
RTC
706
Riverview Trust Company
Washington
$21.2K +$19.5K +360 New
HCP
707
Hexagon Capital Partners
Arkansas
$21.1K +$4.87K +90 +33%
FFA
708
Frazier Financial Advisors
Ohio
$19.9K – – –
PPC
709
Park Place Capital
Alabama
$19.3K – – –
PWMG
710
Private Wealth Management Group
New Jersey
$17.7K – – –
HNB
711
Huntington National Bank
Ohio
$17.3K -$2.54K -47 -14%
CT
712
Colonial Trust
South Carolina
$16.5K – – –
ZB
713
Zions Bancorporation
Utah
$15.7K – – –
PAI
714
Pittenger & Anderson Inc
Nebraska
$15.5K – – –
AAG
715
Armstrong Advisory Group
Massachusetts
$14.2K – – –
WB
716
Webster Bank
Connecticut
$13.7K +$12.6K +233 New
BBHC
717
Brown Brothers Harriman & Co
New York
$13.5K -$3.95K -73 -24%
BF
718
BOK Financial
Oklahoma
$12.9K -$649 -12 -5%
SCA
719
Stuart Chaussee & Associates
California
$12.8K – – –
FMII
720
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
ADL
721
Asset Dedication LLC
California
$12K – – –
CA
722
Clearstead Advisors
Ohio
$11K -$1.3K -24 -10%
FHA
723
First Horizon Advisors
Tennessee
$11K -$23.1K -428 -70%
FIM
724
Fernwood Investment Management
Massachusetts
$10.7K +$9.84K +182 New
VCM
725
Versant Capital Management
Arizona
$10.6K – – –
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