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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
876
Bay Harbor Wealth Management
Maryland
$5.08K +$1.21K +18 +33%
SC
877
SouthState Corp
Florida
$5.01K -$1.14K -17 -19%
AW
878
Avion Wealth
Texas
$5K +$2.68K +40 +105%
SL
879
Salomon & Ludwin
Virginia
$4.95K – – –
FCAS
880
First Command Advisory Services
Texas
$4.94K -$1.07K -16 -19%
CCMI
881
Creative Capital Management Investments
California
$4.87K +$4.62K +69 New
WA
882
Whipplewood Advisors
Colorado
$4.8K -$4.29K -64 -48%
SSG
883
Summit Securities Group
New York
$4.8K +$1.27K +19 +39%
AG
884
AmeriFlex Group
Nevada
$4.51K +$4.29K +64 New
CFM
885
Cornerstone Financial Management
Massachusetts
$4.3K +$2.01K +30 +97%
TVWM
886
Tower View Wealth Management
Wisconsin
$4.23K -$1.07K -16 -21%
HHCP
887
Hilton Head Capital Partners
South Carolina
$4.23K +$1.14K +17 +40%
EWP
888
Elevation Wealth Partners
California
$4.23K +$2.55K +38 +173%
USB
889
Union Savings Bank
Connecticut
$4.23K – – –
DPW
890
DiNuzzo Private Wealth
Pennsylvania
$3.95K – – –
HFS
891
Hughes Financial Services
Virginia
$3.88K +$1.27K +19 +53%
SWM
892
SHP Wealth Management
Massachusetts
$3.81K +$2.75K +41 +315%
WA
893
Westfuller Advisors
New York
$3.73K – – –
NSIM
894
North Star Investment Management
Illinois
$3.38K +$3.22K +48 New
GEA
895
Glen Eagle Advisors
New Jersey
$3.3K – – –
CPG
896
Cornerstone Planning Group
New Jersey
$3.26K -$1.68K -25 -36%
SIC
897
Salem Investment Counselors
North Carolina
$3.2K – – –
SEP
898
Signature Equity Partners
Ohio
$3.12K – – –
FUBT
899
First United Bank & Trust
Maryland
$3.03K – – –
CMBA
900
C.M. Bidwell & Associates
Hawaii
$2.82K – – –
34 35
36
37 38