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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Accredited Wealth Management
Kentucky
$12.3K +$39.3K +552 +345%
GWSA
852
Global Wealth Strategies & Associates
Colorado
$12.3K – – –
MCM
853
Manchester Capital Management
Vermont
$11.5K -$55.8K -784 -84%
HBW
854
Hazlett, Burt & Watson
West Virginia
$11K +$10.7K +150 New
LFA
855
LGT Financial Advisors
Texas
$10.6K +$71 +1 +0.7%
FMP
856
Financial Management Professionals
Texas
$10.5K -$22.4K -315 -70%
GKIM
857
GW&K Investment Management
Massachusetts
$10K – – –
CCM
858
Cloud Capital Management
Washington
$10K +$9.68K +136 New
SC
859
SouthState Corp
Florida
$9.65K -$2.06K -29 -19%
CIAS
860
CBIZ Investment Advisory Services
Ohio
$8.96K +$6.12K +86 +277%
DIP
861
DT Investment Partners
Pennsylvania
$8.58K – – –
FUBT
862
First United Bank & Trust
Maryland
$8.43K +$4.77K +67 +156%
CTWM
863
Cherry Tree Wealth Management
Minnesota
$8.28K – – –
OAJ
864
Ogorek Anthony Joseph
New York
$8K – – –
KFI
865
Key Financial Inc
Pennsylvania
$7.99K – – –
TIM
866
Tortoise Investment Management
New York
$7.89K +$285 +4 +4%
MCM
867
MV Capital Management
Maryland
$7.82K -$214 -3 -3%
WWM
868
Wolff Wiese Magana
California
$7.74K – – –
RDFA
869
Ritter Daniher Financial Advisory
Ohio
$7.51K +$6.98K +98 New
CTA
870
Colonial Trust Advisors
South Carolina
$7.43K +$6.91K +97 New
CJ
871
Caitlin John
Michigan
$7.36K +$6.83K +96 New
FDCP
872
Foster Dykema Cabot & Partners
Massachusetts
$7.13K – – –
CWP
873
Clark Wealth Partners
Illinois
$6.94K +$285 +4 +4%
ZBNA
874
Zions Bancorporation, National Association
Utah
$6.9K -$12.4K -174 -66%
SIC
875
SJS Investment Consulting
Ohio
$6.67K +$4.13K +58 +200%
33 34
35
36 37