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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
701
Raleigh Capital Management
North Carolina
$47.8K -$1.46K -26 -3%
BIG
702
Brooklyn Investment Group
New York
$47.7K +$47.2K +841 New
PB
703
Pinnacle Bancorp
Nebraska
$47K -$56 -1 -0.1%
CT
704
Coastline Trust
Rhode Island
$46.6K +$46.1K +821 New
CFD
705
Creative Financial Designs
Indiana
$45.5K +$12.5K +223 +39%
TIM
706
Tortoise Investment Management
New York
$43.9K +$4.32K +77 +11%
PP
707
PFS Partners
New Jersey
$40.8K +$281 +5 +0.7%
HC
708
Hoese & Co
Minnesota
$38.3K – – –
TC
709
Trust Company
Kansas
$37.3K – – –
GM
710
GeoWealth Management
Illinois
$35.8K +$35.6K +634 New
KWAG
711
Kiely Wealth Advisory Group
North Carolina
$35.2K -$16.3K -290 -33%
AAG
712
Armstrong Advisory Group
Massachusetts
$35.1K +$225 +4 +0.7%
FCA
713
FinTrust Capital Advisors
South Carolina
$35K – – –
PFBT
714
Parkside Financial Bank & Trust
Missouri
$34.1K +$3.65K +65 +12%
CT
715
Colonial Trust
South Carolina
$25.9K +$9.88K +176 +63%
NS
716
NBC Securities
Alabama
$24K -$112 -2 -0.5%
HWM
717
Hemington Wealth Management
Virginia
$24K +$24.2K +431 New
CFS
718
CGC Financial Services
Oregon
$23.9K -$56 -1 -0.2%
TWD
719
True Wealth Design
Ohio
$23.4K +$23.1K +412 New
SWM
720
Spire Wealth Management
Virginia
$23.3K -$3.82K -68 -14%
FMP
721
Financial Management Professionals
Texas
$23K +$1.57K +28 +7%
DMBA
722
Deseret Mutual Benefit Administrators
Utah
$22.8K – – –
BWL
723
Bogart Wealth LLC
Virginia
$22.5K -$56 -1 -0.3%
QL
724
Quarry LP
New York
$22.2K -$22.6K -403 -51%
CFO
725
CVA Family Office
Colorado
$22.1K -$561 -10 -3%
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