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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
726
SRH Advisors
Kansas
$9.64K – – –
GWSA
727
Global Wealth Strategies & Associates
Colorado
$9.46K – – –
TWC
728
TD Waterhouse Canada
Ontario, Canada
$8.35K +$6.17K +114 New
TSWM
729
Tyler-Stone Wealth Management
Ohio
$7.61K – – –
LI
730
LRI Investments
Florida
$7.16K +$6.6K +122 New
DIP
731
DT Investment Partners
Pennsylvania
$6.63K – – –
RFG
732
REAP Financial Group
Texas
$6.6K +$270 +5 +5%
AIC
733
Archer Investment Corporation
Indiana
$6.46K – – –
CTWM
734
Cherry Tree Wealth Management
Minnesota
$6.37K – – –
APC
735
Aspire Private Capital
North Carolina
$6.1K – – –
VAG
736
VisionPoint Advisory Group
Texas
$6.01K +$703 +13 +15%
AFWM
737
Abich Financial Wealth Management
Virginia
$6.01K +$1.14K +21 +26%
MHR
738
Matthew Hamilton Rosenberg
$5.25K +$3.57K +66 +275%
MA
739
MCF Advisors
Kentucky
$5.13K +$487 +9 +12%
MCM
740
MV Capital Management
Maryland
$5.04K +$162 +3 +4%
FGAM
741
Financial Gravity Asset Management
Texas
$4.79K +$3.73K +69 +575%
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