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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
801
Spire Wealth Management
Virginia
$12.7K -$275 -4 -2%
CHC
802
City Holding Co
West Virginia
$12.6K – – –
GWS
803
Greykasell Wealth Strategies
California
$11.8K +$12.3K +178 New
BGAI
804
Bruce G. Allen Investments
Colorado
$11.7K – – –
ZBNA
805
Zions Bancorporation, National Association
Utah
$11.6K +$5.85K +85 +94%
AFC
806
Ares Financial Consulting
California
$11.4K -$3.44K -50 -22%
OCWP
807
Owl Creek Wealth Partners
Colorado
$10.9K +$11.4K +165 New
SA
808
SRH Advisors
Kansas
$10.8K – – –
GWSA
809
Global Wealth Strategies & Associates
Colorado
$10.6K – – –
MA
810
MCF Advisors
Kentucky
$10.6K – – –
BIAS
811
Beacon Investment Advisory Services
New Jersey
$10.4K +$10.8K +157 New
IAAG
812
Innovative Asset Advisors Group
Connecticut
$10.2K +$10.5K +153 New
ISWM
813
Intesa Sanpaolo Wealth Management
$9.94K -$1.15M -16,707 -99%
RF
814
Rossby Financial
Florida
$9.86K +$10.4K +151 New
FMP
815
Financial Management Professionals
Texas
$9.61K +$551 +8 +6%
LFA
816
LGT Financial Advisors
Texas
$9.34K – – –
SGK
817
Steigerwald Gordon & Koch
Virginia
$9.01K – – –
WA
818
WPG Advisers
Maryland
$8.95K -$3.44K -50 -27%
WA
819
Whipplewood Advisors
Colorado
$8.75K +$9.09K +132 New
IWM
820
IMG Wealth Management
Florida
$8.29K +$6.34K +92 +279%
GKIM
821
GW&K Investment Management
Massachusetts
$8K -$138 -2 -2%
DIP
822
DT Investment Partners
Pennsylvania
$7.42K – – –
BF
823
BOK Financial
Oklahoma
$7.29K -$12.9K -187 -63%
KAS
824
Kemnay Advisory Services
New York
$7.29K +$7.58K +110 New
AIC
825
Archer Investment Corporation
Indiana
$7.22K – – –
31 32
33
34 35