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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
726
Versant Capital Management
Arizona
$10.6K – – –
SA
727
SRH Advisors
Kansas
$9.64K – – –
GWSA
728
Global Wealth Strategies & Associates
Colorado
$9.46K – – –
TWC
729
TD Waterhouse Canada
Ontario, Canada
$8.35K +$6.17K +114 New
TSWM
730
Tyler-Stone Wealth Management
Ohio
$7.61K – – –
LI
731
LRI Investments
Florida
$7.16K +$6.6K +122 New
DIP
732
DT Investment Partners
Pennsylvania
$6.63K – – –
RFG
733
REAP Financial Group
Texas
$6.6K +$270 +5 +5%
AIC
734
Archer Investment Corporation
Indiana
$6.46K – – –
CTWM
735
Cherry Tree Wealth Management
Minnesota
$6.37K – – –
APC
736
Aspire Private Capital
North Carolina
$6.1K – – –
VAG
737
VisionPoint Advisory Group
Texas
$6.01K +$703 +13 +15%
AFWM
738
Abich Financial Wealth Management
Virginia
$6.01K +$1.14K +21 +26%
MHR
739
Matthew Hamilton Rosenberg
$5.25K +$3.57K +66 +275%
MA
740
MCF Advisors
Kentucky
$5.13K +$487 +9 +12%
MCM
741
MV Capital Management
Maryland
$5.04K +$162 +3 +4%
CA
742
Crewe Advisors
Utah
$4.78K +$4.38K +81 New
RFG
743
RFP Financial Group
Georgia
$4.42K – – –
WWM
744
Wolff Wiese Magana
California
$4.07K +$3.3K +61 +763%
CA
745
Continuum Advisory
Idaho
$3.94K +$4.06K +75 New
BCMLT
746
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.89K – – –
CP
747
Castleview Partners
Texas
$3.56K +$3.25K +60 New
SIC
748
SJS Investment Consulting
Ohio
$3.54K -$162 -3 -5%
MCM
749
Manchester Capital Management
Vermont
$3.45K – – –
AGWCA
750
Annis Gardner Whiting Capital Advisors
Florida
$3.1K +$108 +2 +4%
28 29
30
31 32