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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
801
REAP Financial Group
Texas
$46.5K +$27.1K +378 +148%
CT
802
Coastline Trust
Rhode Island
$45.7K – – –
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.4K -$60.6K -846 -58%
WA
804
Whipplewood Advisors
Colorado
$45.3K +$26.4K +368 +148%
CSP
805
Cary Street Partners
Virginia
$43.1K +$36.7K +512 +692%
KGP
806
Keystone Global Partners
Colorado
$42.8K – – –
EP
807
Essential Partners
California
$37.4K +$36.5K +509 New
NEWAS
808
N.E.W. Advisory Services
Wisconsin
$36.8K – – –
AAG
809
Armstrong Advisory Group
Massachusetts
$36.8K -$8.53K -119 -19%
CFO
810
CVA Family Office
Colorado
$35K -$3.73K -52 -10%
MYIA
811
Mount Yale Investment Advisors
Colorado
$33.8K +$33K +460 New
FMP
812
Financial Management Professionals
Texas
$33.2K +$215 +3 +0.7%
LFG
813
Larson Financial Group
Missouri
$32.3K +$22.5K +314 +249%
GC
814
Garde Capital
Washington
$31.2K – – –
CFS
815
CGC Financial Services
Oregon
$30.9K – – –
BWL
816
Bogart Wealth LLC
Virginia
$29.7K +$502 +7 +2%
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$27.8K – – –
PAI
818
Pittenger & Anderson Inc
Nebraska
$27.6K – – –
PWA
819
Physician Wealth Advisors
Utah
$27.4K – – –
TFIPS
820
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.2K +$26.5K +370 New
TPWA
821
Twin Peaks Wealth Advisors
California
$27K +$27.7K +386 New
HNB
822
Hilltop National Bank
Wyoming
$26.7K +$26.1K +364 New
BA
823
Bellwether Advisors
Nebraska
$25.3K +$24.7K +344 New
PWMG
824
Prestige Wealth Management Group
New Jersey
$25.1K – – –
FFA
825
Frazier Financial Advisors
Ohio
$24.8K – – –
31 32
33
34 35