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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
801
CGC Financial Services
Oregon
$29.7K – – –
APW
802
Allied Private Wealth
Florida
$28.6K +$26.9K +401 New
CA
803
Crewe Advisors
Utah
$28.3K +$3.55K +53 +15%
PAI
804
Pittenger & Anderson Inc
Nebraska
$26.4K – – –
WBC
805
Westpac Banking Corp
Australia
$26.3K – – –
HNB
806
Hilltop National Bank
Wyoming
$25.7K – – –
EDRH
807
Edmond de Rothschild Holding
Switzerland
$25.6K +$24.3K +363 New
CT
808
Clearstead Trust
Maine
$25.5K +$8.11K +121 +50%
EF
809
Entrust Financial
Pennsylvania
$24.8K – – –
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$24.8K – – –
AAG
811
Armstrong Advisory Group
Massachusetts
$24K -$4.36K -65 -16%
FFA
812
Frazier Financial Advisors
Ohio
$23.8K – – –
KFAS
813
Keating Financial Advisory Services
Kansas
$23.8K +$7.5K +112 +50%
AF
814
Align Financial
Minnesota
$23.5K – – –
TFIPS
815
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.3K -$18.1K -270 -45%
TC
816
Trust Company
Kansas
$23.1K -$22.2K -331 -50%
CT
817
Colonial Trust
South Carolina
$22.9K -$1.88K -28 -8%
PWAM
818
Private Wealth Asset Management
Iowa
$22.6K +$21.4K +320 New
LSA
819
Leonteq Securities AG
Switzerland
$22.5K – – –
B
820
Bayban
Minnesota
$22.2K – – –
MCM
821
Manchester Capital Management
Vermont
$22.1K – – –
ADL
822
Asset Dedication LLC
California
$21.9K – – –
PWMG
823
Private Wealth Management Group
New Jersey
$21.2K – – –
BGAI
824
Bruce G. Allen Investments
Colorado
$18K +$5.23K +78 +44%
FC
825
Financial Consulate
Maryland
$17.6K +$335 +5 +2%
31 32
33
34 35