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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
701
Blue Rock Wealth Management
North Carolina
$222K – – –
AWM
702
Accurate Wealth Management
Florida
$217K +$11.6K +157 +5%
FNBT
703
FineMark National Bank & Trust
Florida
$217K – – –
PFM
704
Patton Fund Management
Texas
$217K -$4.57M -61,963 -95%
1SB
705
1ST Source Bank
Indiana
$216K – – –
SF
706
Summit Financial
New Jersey
$215K +$2.51K +34 +1%
CAG
707
Crestwood Advisors Group
Massachusetts
$214K -$60.8K -825 -21%
HW
708
Hancock Whitney
Mississippi
$214K -$51.1K -694 -19%
KWM
709
Kingsview Wealth Management
Oregon
$213K -$2.21K -30 -1%
LF
710
Lantz Financial
Illinois
$213K -$4.2K -57 -2%
MM
711
MQS Management
New York
$213K +$224K +3,034 New
TWC
712
TD Waterhouse Canada
Ontario, Canada
$212K +$35.4K +480 +19%
TL
713
Tradewinds LLC
North Carolina
$211K -$3.61K -49 -2%
SP
714
SmartHarvest Portfolios
Washington
$211K +$222K +3,012 New
SAM
715
Smartleaf Asset Management
Massachusetts
$210K -$26.4K -358 -11%
BWMG
716
Barnes Wealth Management Group
California
$209K +$221 +3 +0.1%
WIC
717
Woodmont Investment Counsel
Tennessee
$208K – – –
SL
718
Summitry LLC
California
$207K +$218K +2,955 New
RFC
719
Regions Financial Corp
Alabama
$206K +$217K +2,938 New
FT
720
Fiduciary Trust
Massachusetts
$205K -$2.8K -38 -1%
CS
721
Cannell & Spears
New York
$204K – – –
EWA
722
Exit Wealth Advisors
Georgia
$202K +$295 +4 +0.1%
SG
723
StoneX Group
New York
$202K +$212K +2,877 New
GCWM
724
Graham Capital Wealth Management
District of Columbia
$202K -$103K -1,400 -33%
AF
725
Allworth Financial
California
$201K -$34K -461 -14%
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