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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
876
Financial Gravity Asset Management
Texas
$6.3K +$5.84K +82 New
RWM
877
Raffa Wealth Management
District of Columbia
$6.21K – – –
MWM
878
Mascoma Wealth Management
New Hampshire
$5.75K -$74.8K -1,050 -93%
CSP
879
Cary Street Partners
Virginia
$5.75K -$36.4K -511 -87%
FCAS
880
First Command Advisory Services
Texas
$5.36K – – –
AW
881
Avion Wealth
Texas
$5K +$498 +7 +11%
IAG
882
Innovative Advisory Group
Massachusetts
$4.98K – – –
HHMI
883
Howard Hughes Medical Institute
Maryland
$4.9K – – –
HWA
884
Heartwood Wealth Advisors
Virginia
$4.14K +$3.85K +54 New
WA
885
Westfuller Advisors
New York
$4.11K +$3.85K +54 New
LWMI
886
Legacy Wealth Management (Idaho)
Idaho
$4.06K – – –
HFS
887
Hughes Financial Services
Virginia
$4.02K +$1.07K +15 +39%
DPW
888
DiNuzzo Private Wealth
Pennsylvania
$4.01K -$71 -1 -2%
SS
889
SBI Securities
Japan
$3.83K -$285 -4 -7%
SS
890
Sunbelt Securities
Texas
$3.83K +$3.56K +50 New
SGK
891
Steigerwald Gordon & Koch
Virginia
$3.75K +$3.49K +49 New
CPG
892
Cornerstone Planning Group
New Jersey
$3.58K +$142 +2 +4%
GEA
893
Glen Eagle Advisors
New Jersey
$3.53K +$3.27K +46 New
S
894
Sachetta
Massachusetts
$3.52K – – –
MAM
895
Marquette Asset Management
Minnesota
$3.29K +$3.06K +43 New
WWA
896
Wealth Watch Advisors
Colorado
$3.29K +$3.06K +43 New
FPB
897
First PREMIER Bank
South Dakota
$3K – – –
KG
898
Kilter Group
New York
$2.83K +$712 +10 +37%
OP
899
ORG Partners
Indiana
$2.76K -$3.42K -48 -57%
JWM
900
JPL Wealth Management
Colorado
$2.61K +$2.42K +34 New
34 35
36
37 38