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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
876
Avion Wealth
Texas
$4K +$932 +13 +27%
SS
877
SBI Securities
Japan
$3.97K +$1.36K +19 +54%
LWMI
878
Legacy Wealth Management (Idaho)
Idaho
$3.89K -$1K -14 -21%
LIS
879
Legacy Investment Solutions
Idaho
$3.89K +$3.8K +53 New
S
880
Sachetta
Massachusetts
$3.38K – – –
CPG
881
Cornerstone Planning Group
New Jersey
$3.36K +$2.01K +28 +140%
FUBT
882
First United Bank & Trust
Maryland
$3.16K – – –
HFS
883
Horizon Financial Services
North Carolina
$3.09K +$1.36K +19 +83%
FPB
884
First PREMIER Bank
South Dakota
$3K – – –
WCM
885
WealthTrak Capital Management
Virginia
$2.94K +$717 +10 +33%
HFS
886
Hughes Financial Services
Virginia
$2.68K +$502 +7 +23%
FNWA
887
Financial Network Wealth Advisors
Utah
$2.5K -$1.36K -19 -36%
SRCM
888
Signature Resources Capital Management
California
$2.5K +$2.44K +34 New
CIAS
889
CBIZ Investment Advisory Services
Ohio
$2.28K +$2.22K +31 New
MHR
890
Matthew Hamilton Rosenberg
$2.2K – – –
SIC
891
SJS Investment Consulting
Ohio
$2.13K -$1.5K -21 -42%
HFM
892
Harvest Fund Management
China
$2K – – –
RA
893
Rise Advisors
New York
$1.98K +$502 +7 +35%
KG
894
Kilter Group
New York
$1.98K +$1.94K +27 New
DF
895
Dunhill Financial
United Kingdom
$1.94K -$72 -1 -4%
JGIA
896
Jackson Grant Investment Advisers
Connecticut
$1.76K – – –
AWM
897
Activest Wealth Management
Florida
$1.76K +$788 +11 +85%
BHWM
898
Bay Harbor Wealth Management
Maryland
$1.55K +$717 +10 +91%
CWA
899
Carolina Wealth Advisors
South Carolina
$1.54K – – –
PA
900
Pineridge Advisors
Missouri
$1.33K +$1.29K +18 New
34 35
36
37 38