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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
Trust Company
Kansas
$46.8K – – –
HWM
802
Hemington Wealth Management
Virginia
$45K +$6.99K +114 +22%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$44.6K +$613 +10 +2%
CT
804
Coastline Trust
Rhode Island
$44.3K -$12.2K -199 -24%
WA
805
Whipplewood Advisors
Colorado
$43.6K -$21.6K -352 -59%
QL
806
Quarry LP
New York
$41.4K -$52.2K -851 -59%
KGP
807
Keystone Global Partners
Colorado
$41.4K +$35.7K +582 New
CFO
808
CVA Family Office
Colorado
$37.6K +$3K +49 +10%
CCA
809
Catalyst Capital Advisors
New York
$37.5K -$12.2K -199 -27%
AAG
810
Armstrong Advisory Group
Massachusetts
$36.2K – – –
NEWAS
811
N.E.W. Advisory Services
Wisconsin
$35.7K +$30.7K +501 New
FHA
812
First Horizon Advisors
Tennessee
$35.3K +$6.56K +107 +28%
CHC
813
City Holding Co
West Virginia
$34.3K +$29.5K +482 New
FMP
814
Financial Management Professionals
Texas
$32K +$2.88K +47 +12%
GC
815
Garde Capital
Washington
$30.2K +$26K +424 New
CFS
816
CGC Financial Services
Oregon
$30K – – –
CTC
817
Central Trust Company
Missouri
$29.2K +$2.94K +48 +13%
SWC
818
Spectrum Wealth Counsel
Indiana
$29K +$24.9K +407 New
BWL
819
Bogart Wealth LLC
Virginia
$28.3K -$1.59K -26 -6%
DMBA
820
Deseret Mutual Benefit Administrators
Utah
$27K – – –
PAI
821
Pittenger & Anderson Inc
Nebraska
$26.7K +$6.92K +113 +43%
PWA
822
Physician Wealth Advisors
Utah
$26.5K – – –
CA
823
CoreCap Advisors
Michigan
$26.2K +$2.88K +47 +15%
PWMG
824
Prestige Wealth Management Group
New Jersey
$24.3K – – –
FFA
825
Frazier Financial Advisors
Ohio
$24K – – –
31 32
33
34 35