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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
776
Capital Advisors Ltd
Ohio
$78K – – –
CWM
777
Crowley Wealth Management
Delaware
$74.4K – – –
DSC
778
Duncker Streett & Co
Missouri
$74.4K – – –
CA
779
CoreCap Advisors
Michigan
$73K +$44.9K +626 +170%
MCM
780
MAI Capital Management
Ohio
$72.5K +$10K +140 +17%
MCM
781
Manchester Capital Management
Vermont
$68.6K – – –
MPWT
782
MassMutual Private Wealth & Trust
Connecticut
$66.8K – – –
MAS
783
MPWM Advisory Solutions
Georgia
$66.1K -$55.8K -778 -46%
CH
784
Cromwell Holdings
Wyoming
$66K +$1.72K +24 +3%
MSE
785
MUFG Securities EMEA
United Kingdom
$65K +$63.4K +885 New
FHA
786
First Horizon Advisors
Tennessee
$64.6K +$27.5K +383 +77%
SVWA
787
Sarver Vrooman Wealth Advisors
Missouri
$63.5K -$29K -404 -32%
SIM
788
Sentry Investment Management
Wisconsin
$62K – – –
PB
789
Pinnacle Bancorp
Nebraska
$60.9K – – –
OL
790
OneFund LLC
Florida
$57K +$55.7K +777 New
WA
791
WPG Advisers
Maryland
$55.8K -$16.1K -224 -23%
PP
792
PFS Partners
New Jersey
$53.8K +$430 +6 +0.8%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$53.2K +$6.95K +97 +15%
TIM
794
Total Investment Management
Arizona
$52K +$50.7K +708 New
HC
795
Hoese & Co
Minnesota
$49.6K – – –
CT
796
Colonial Trust
South Carolina
$48.9K – – –
OIA
797
Optimum Investment Advisors
Illinois
$48.6K -$108K -1,500 -69%
TC
798
Trust Company
Kansas
$48.3K – – –
HWM
799
Hemington Wealth Management
Virginia
$48K +$1.5K +21 +3%
RCM
800
Raleigh Capital Management
North Carolina
$47.5K -$5.95K -83 -11%
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