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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
726
World Investment Advisors
California
$215K +$185K +3,015 New
AMCA
727
Arthur M. Cohen & Associates
Illinois
$213K -$124K -2,025 -40%
BWMG
728
Barnes Wealth Management Group
California
$213K +$184K +3,000 New
WT
729
Whittier Trust
California
$212K – – –
JG
730
Jain Global
New York
$212K +$183K +2,983 New
DWT
731
Dorsey & Whitney Trust
South Dakota
$211K +$182K +2,968 New
ECM
732
Evergreen Capital Management
Washington
$210K +$181K +2,946 New
WIC
733
Woodmont Investment Counsel
Tennessee
$209K +$180K +2,931 New
OAM
734
Oxford Asset Management
United Kingdom
$208K +$179K +2,925 New
CI
735
Cigna Investments
Connecticut
$208K +$179K +2,920 New
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$208K +$179K +2,917 New
PW
737
PUREfi Wealth
Massachusetts
$208K +$179K +2,916 New
APG
738
Abacus Planning Group
South Carolina
$207K +$179K +2,914 New
EWM
739
Empirical Wealth Management
Washington
$207K +$178K +2,904 New
CS
740
Cannell & Spears
New York
$205K +$176K +2,877 New
IIM
741
Ipswich Investment Management
Massachusetts
$205K +$176K +2,877 New
HWA
742
Heritage Wealth Advisors
Virginia
$204K – – –
CWP
743
Curated Wealth Partners
California
$200K +$173K +2,815 New
ESBC
744
E.S. Barr & Co
Kentucky
$200K +$172K +2,812 New
SO
745
Sierra Ocean
California
$180K +$155K +2,530 New
LI
746
LRI Investments
Florida
$176K -$94.9K -1,549 -39%
WSFS
747
Wilmington Savings Fund Society
Delaware
$164K +$35.3K +576 +33%
LS
748
Livforsakringsbolaget Skandia
Sweden
$156K – – –
OIA
749
Optimum Investment Advisors
Illinois
$154K -$39.8K -650 -23%
TFA
750
Transamerica Financial Advisors
Florida
$153K -$1.47K -24 -1%
28 29
30
31 32