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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
826
Action Point Financial Planning
Michigan
$15.3K +$14.7K +219 New
PWMG
827
Prestige Wealth Management Group
New Jersey
$15.2K – – –
BWS
828
Buck Wealth Strategies
Colorado
$15.2K +$14.4K +215 New
HBW
829
Hazlett, Burt & Watson
West Virginia
$15K -$10.1K -150 -42%
DJSG
830
D.J. St. Germain
Massachusetts
$14K – – –
SS
831
SBI Securities
Japan
$13.8K +$8.71K +130 +200%
IFWM
832
Institute for Wealth Management
Colorado
$13.6K +$12.9K +193 New
SWM
833
Spire Wealth Management
Virginia
$13.5K – – –
CHC
834
City Holding Co
West Virginia
$13.4K – – –
GWS
835
Greykasell Wealth Strategies
California
$12.6K – – –
AFC
836
Ares Financial Consulting
California
$12.3K – – –
GKIM
837
GW&K Investment Management
Massachusetts
$12K +$2.81K +42 +34%
OCWP
838
Owl Creek Wealth Partners
Colorado
$12K +$335 +5 +3%
SA
839
SRH Advisors
Kansas
$11.5K – – –
IWM
840
IMG Wealth Management
Florida
$11.5K +$2.55K +38 +30%
MA
841
MCF Advisors
Kentucky
$11.4K – – –
BIAS
842
Beacon Investment Advisory Services
New Jersey
$11.1K – – –
ISWM
843
Intesa Sanpaolo Wealth Management
$10.6K – – –
FMP
844
Financial Management Professionals
Texas
$10.3K – – –
RF
845
Rossby Financial
Florida
$10.1K -$536 -8 -5%
LAS
846
Lloyd Advisory Services
Georgia
$9.95K +$9.45K +141 New
SGK
847
Steigerwald Gordon & Koch
Virginia
$9.59K – – –
WPA
848
West Paces Advisors
Georgia
$9.1K +$8.64K +129 New
PB
849
Prosperity Bancshares
Texas
$8.75K +$8.31K +124 New
MCM
850
MV Capital Management
Maryland
$8.39K +$1.14K +17 +17%
32 33
34
35 36