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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWA
776
Sarver Vrooman Wealth Advisors
Missouri
$45.5K -$1.47K -22 -3%
FA
777
Fountainhead AM
New Jersey
$45.1K +$40.6K +606 +1,782%
CT
778
Coastline Trust
Rhode Island
$43.9K – – –
TCM
779
Triumph Capital Management
Colorado
$41.8K +$7.44K +111 +23%
CFD
780
Creative Financial Designs
Indiana
$41.5K – – –
DMBA
781
Deseret Mutual Benefit Administrators
Utah
$40.8K – – –
CA
782
CoreCap Advisors
Michigan
$40.1K +$5.23K +78 +16%
RCM
783
Raleigh Capital Management
North Carolina
$39.8K -$737 -11 -2%
TWD
784
True Wealth Design
Ohio
$39.6K +$31.4K +469 +510%
WIM
785
Westside Investment Management
California
$38.8K – – –
NEWAS
786
N.E.W. Advisory Services
Wisconsin
$37.9K +$2.48K +37 +7%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$37.3K -$1.41K -21 -4%
WSFS
788
Wilmington Savings Fund Society
Delaware
$36.7K – – –
PWA
789
Physician Wealth Advisors
Utah
$36.5K +$6.43K +96 +23%
C
790
Covestor
United Kingdom
$35K -$42.5K -635 -56%
WETS
791
Wealth Enhancement Trust Services
South Dakota
$35K +$27.3K +407 +457%
LFG
792
Larson Financial Group
Missouri
$34.3K +$12.4K +185 +61%
IA
793
IFP Advisors
Florida
$32.9K +$9.65K +144 +45%
BWL
794
Bogart Wealth LLC
Virginia
$31K +$1.74K +26 +6%
EFMH
795
E Fund Management (HK)
Hong Kong
$30K +$28.5K +425 New
BF
796
BOK Financial
Oklahoma
$29.9K +$21K +314 +285%
CFS
797
CGC Financial Services
Oregon
$29.7K – – –
APW
798
Allied Private Wealth
Florida
$28.6K +$26.9K +401 New
CA
799
Crewe Advisors
Utah
$28.3K +$3.55K +53 +15%
PAI
800
Pittenger & Anderson Inc
Nebraska
$26.4K – – –
30 31
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