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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Clearstead Trust
Maine
$23K +$5.23K +73 +30%
PWMG
827
Private Wealth Management Group
New Jersey
$22K – – –
HFS
828
Hantz Financial Services
Michigan
$22K +$5.59K +78 +36%
ZBNA
829
Zions Bancorporation, National Association
Utah
$19.4K -$72 -1 -0.4%
WIM
830
Westside Investment Management
California
$19.2K +$18.9K +264 New
CTC
831
Central Trust Company
Missouri
$18.8K -$11.1K -155 -38%
IFS
832
Intelligent Financial Strategies
Minnesota
$17K – – –
PGAM
833
Princeton Global Asset Management
New Jersey
$16.5K +$16.1K +225 New
BF
834
BOK Financial
Oklahoma
$16.2K – – –
SCA
835
Stuart Chaussee & Associates
California
$15.9K – – –
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
AAS
837
Ameritas Advisory Services
Nebraska
$14.8K +$14.5K +202 New
SSG
838
Summit Securities Group
New York
$14.8K +$14.4K +201 New
ADL
839
Asset Dedication LLC
California
$14.6K – – –
DJSG
840
D.J. St. Germain
Massachusetts
$14.6K – – –
SC
841
Solstein Capital
California
$14.3K +$13.9K +194 New
CIAM
842
Caitong International Asset Management
Hong Kong
$14K +$13.1K +183 +2,288%
HCA
843
Harbor Capital Advisors
Illinois
$14K +$13.3K +186 New
BDPWM
844
Barnes Dennig Private Wealth Management
Ohio
$14K +$13.6K +190 New
MSWA
845
Marshall & Sterling Wealth Advisors
New York
$13.6K +$3.08K +43 +30%
AIP
846
Arrowpoint Investment Partners
Singapore
$13.2K +$12.9K +180 New
QL
847
Quarry LP
New York
$13.1K -$29K -404 -69%
BGAI
848
Bruce G. Allen Investments
Colorado
$13K -$1.29K -18 -9%
SA
849
SRH Advisors
Kansas
$12K – – –
TWD
850
True Wealth Design
Ohio
$11.8K +$932 +13 +9%
32 33
34
35 36