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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
751
Evercore Wealth Management
New York
– -$223K -4,613 Closed
FW
752
FirstPurpose Wealth
Utah
– -$223K -4,607 Closed
BBW
753
Blue Barn Wealth
Utah
– -$220K -4,556 Closed
PWS
754
Precision Wealth Strategies
Missouri
– -$219K -4,524 Closed
CIA
755
Capital Impact Advisors
Massachusetts
– -$216K -4,475 Closed
VVP
756
Venture Visionary Partners
Ohio
– -$214K -4,430 Closed
SSW
757
Smith Shellnut Wilson
Mississippi
– -$214K -4,419 Closed
DEA
758
DoubleLine ETF Adviser
Florida
– -$210K -4,332 Closed
GWMIA
759
Global Wealth Management Investment Advisory
Florida
– -$210K -4,331 Closed
CCM
760
Carlson Capital Management
Minnesota
– -$208K -4,308 Closed
GFS
761
GYL Financial Synergies
Connecticut
– -$208K -4,307 Closed
MA
762
MJP Associates
Connecticut
– -$207K -4,284 Closed
MPIA
763
Mountain Pacific Investment Advisers
Idaho
– -$206K -4,253 Closed
IF
764
IRON Financial
Illinois
– -$205K -4,233 Closed
GT
765
Greenleaf Trust
Michigan
– -$204K -4,220 Closed
MGIA
766
Moneta Group Investment Advisors
Missouri
– -$203K -4,218 Closed
OWA
767
One Wealth Advisors
California
– -$187K -3,857 Closed
USCWA
768
U.S. Capital Wealth Advisors
Texas
– -$98.5K -2,036 Closed
MCC
769
Money Concepts Capital
Florida
– -$92.3K -1,908 Closed
ACA
770
Atlas Capital Advisors
Wyoming
– -$55.3K -1,143 Closed
CAL
771
Capital Advisors Ltd
Ohio
– -$1K -1,022 Closed
AWM
772
Accurate Wealth Management
Florida
– -$47.6K -974 Closed
CS
773
Comerica Securities
Michigan
– -$39.6K -818 Closed
RFA
774
Resurgent Financial Advisors
Georgia
– -$32.1K -663 Closed
HFM
775
Harvest Fund Management
China
– -$30K -615 Closed
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