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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
901
Quest 10 Wealth Builders
Virginia
$2.19K +$2.08K +31 New
DF
902
Dunhill Financial
United Kingdom
$2.18K +$67 +1 +3%
JWM
903
JPL Wealth Management
Colorado
$2.05K +$67 +1 +4%
MAM
904
Marquette Asset Management
Minnesota
$2.05K +$1.94K +29 New
MFS
905
Montgomery Financial Services
Maryland
$2.04K +$1.94K +29 New
PCM
906
Penserra Capital Management
California
$2K – – –
BH
907
Burk Holdings
Oklahoma
$1.98K – – –
SFS
908
Sunrise Financial Services
Washington
$1.9K – – –
BIA
909
Bell Investment Advisors
California
$1.62K +$469 +7 +44%
QL
910
Quarry LP
New York
$1.62K +$1.54K +23 New
FGA
911
Fortis Group Advisors
New Jersey
$1.48K +$1.41K +21 New
LI
912
LRI Investments
Florida
$1.48K +$1.41K +21 New
PUI
913
Purpose Unlimited Inc
$1.41K -$1K -15 -43%
KFI
914
Key Financial Inc
Pennsylvania
$1.34K – – –
NB
915
NBT Bank
New York
$1.34K – – –
AWM
916
Activest Wealth Management
Florida
$1.2K +$1.14K +17 New
GA
917
GoalVest Advisory
New York
$1.2K +$1.14K +17 New
BFS
918
Bare Financial Services
Pennsylvania
$1.13K -$268 -4 -20%
CMA
919
Cedar Mountain Advisors
Oregon
$1.13K – – –
1CP
920
1015 Capital Partners
Pennsylvania
$1.13K +$201 +3 +23%
NA
921
Networth Advisors
Pennsylvania
$1.13K +$1.07K +16 New
FHC
922
First Horizon Corporation
Tennessee
$1.06K – – –
NWM
923
Navigoe Wealth Management
California
$1K +$1K +15 New
APW
924
Aventura Private Wealth
Florida
$987 – – –
KCM
925
Key Capital Management
Tennessee
$846 +$804 +12 New
35 36
37
38 39