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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
826
Strategic Wealth Partners
Ohio
$17.6K – – –
MB
827
MidFirst Bank
Oklahoma
$17.4K – – –
PGAM
828
Princeton Global Asset Management
New Jersey
$15.9K – – –
HIMS
829
Hager Investment Management Services
New Hampshire
$15.5K +$1.41K +21 +11%
APFP
830
Action Point Financial Planning
Michigan
$15.3K +$14.7K +219 New
PWMG
831
Prestige Wealth Management Group
New Jersey
$15.2K – – –
BWS
832
Buck Wealth Strategies
Colorado
$15.2K +$14.4K +215 New
HBW
833
Hazlett, Burt & Watson
West Virginia
$15K -$10.1K -150 -42%
DJSG
834
D.J. St. Germain
Massachusetts
$14K – – –
SS
835
SBI Securities
Japan
$13.8K +$8.71K +130 +200%
IFWM
836
Institute for Wealth Management
Colorado
$13.6K +$12.9K +193 New
SWM
837
Spire Wealth Management
Virginia
$13.5K – – –
CHC
838
City Holding Co
West Virginia
$13.4K – – –
GWS
839
Greykasell Wealth Strategies
California
$12.6K – – –
AFC
840
Ares Financial Consulting
California
$12.3K – – –
GKIM
841
GW&K Investment Management
Massachusetts
$12K +$2.81K +42 +34%
OCWP
842
Owl Creek Wealth Partners
Colorado
$12K +$335 +5 +3%
SA
843
SRH Advisors
Kansas
$11.5K – – –
IWM
844
IMG Wealth Management
Florida
$11.5K +$2.55K +38 +30%
MA
845
MCF Advisors
Kentucky
$11.4K – – –
BIAS
846
Beacon Investment Advisory Services
New Jersey
$11.1K – – –
ISWM
847
Intesa Sanpaolo Wealth Management
$10.6K – – –
FMP
848
Financial Management Professionals
Texas
$10.3K – – –
RF
849
Rossby Financial
Florida
$10.1K -$536 -8 -5%
LAS
850
Lloyd Advisory Services
Georgia
$9.95K +$9.45K +141 New
32 33
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35 36