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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
726
IFG Advisory
Georgia
– -$226K -5,454 Closed
PCI
727
Planning Center Inc
Illinois
– -$211K -5,060 Closed
AIM
728
AMI Investment Management
Indiana
– -$204K -4,913 Closed
CFA
729
CWS Financial Advisors
Michigan
– -$203K -4,895 Closed
TB
730
Treynor Bancshares
Iowa
– -$202K -4,868 Closed
ISL
731
Ingalls & Snyder LLC
New York
– -$202K -4,865 Closed
GC
732
Globeflex Capital
California
– -$131K -3,159 Closed
SS
733
Sunbelt Securities
Texas
– -$84.5K -2,043 Closed
AAS
734
Ameritas Advisory Services
Nebraska
– -$81.8K -1,973 Closed
BA
735
Bellwether Advisors
Nebraska
– -$63.9K -1,539 Closed
EI
736
Ellevest Inc
New York
– -$53K -1,277 Closed
TFP
737
Tilia Fiduciary Partners
North Carolina
– -$24.5K -591 Closed
UFF
738
USA Financial Formulas
Michigan
– -$21.4K -515 Closed
CIA
739
Cape Investment Advisory
Georgia
– -$15.8K -380 Closed
JIR
740
James Investment Research
Ohio
– -$15K -353 Closed
FCA
741
Fortis Capital Advisors
Kansas
– -$13.2K -318 Closed
CSPIA
742
Cary Street Partners Investment Advisory
Virginia
– -$12.5K -300 Closed
TH
743
TCTC Holdings
Texas
– -$12.5K -300 Closed
TFM
744
TFC Financial Management
Massachusetts
– -$12K -288 Closed
CWC
745
Carolinas Wealth Consulting
North Carolina
– -$10.2K -245 Closed
SFG
746
Steward Financial Group
Texas
– -$7K -177 Closed
TAM
747
Tucker Asset Management
Colorado
– -$6.23K -150 Closed
SC
748
Schubert & Co
Texas
– -$3.86K -93 Closed
WTA
749
Washington Trust Advisors
Massachusetts
– -$3.8K -92 Closed
VFA
750
Values First Advisors
Tennessee
– -$2.4K -59 Closed
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