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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
901
Rise Advisors
New York
$2.6K +$498 +7 +26%
DF
902
Dunhill Financial
United Kingdom
$2.02K – – –
HFM
903
Harvest Fund Management
China
$2K – – –
BHWM
904
Bay Harbor Wealth Management
Maryland
$1.99K +$356 +5 +24%
JGIA
905
Jackson Grant Investment Advisers
Connecticut
$1.84K – – –
AP
906
Aspect Partners
Virginia
$1.84K +$1.71K +24 New
AWM
907
Activest Wealth Management
Florida
$1.53K -$285 -4 -17%
BIA
908
Bell Investment Advisors
California
$1.23K – – –
PWA
909
Principia Wealth Advisory
Texas
$1.23K +$142 +2 +14%
CMA
910
Cedar Mountain Advisors
Oregon
$1.23K +$1.14K +16 New
BL
911
BFSG LLC
California
$1.15K +$1.07K +15 New
RBC
912
Roble Belko & Company
Pennsylvania
$1K – – –
VNA
913
Valley National Advisers
Pennsylvania
$1K – – –
RWM
914
Rialto Wealth Management
New York
$997 -$214 -3 -19%
HIA
915
HFM Investment Advisors
New Jersey
$996 +$142 +2 +18%
WPA
916
Wealth Preservation Advisors
Tennessee
$919 – – –
ACA
917
American Capital Advisory
Idaho
$843 +$142 +2 +22%
RS
918
Rakuten Securities
Japan
$843 +$641 +9 +450%
WW
919
Winnow Wealth
Texas
$770 +$712 +10 New
GA
920
Guerra Advisors
Florida
$767 +$712 +10 New
ACM
921
Anfield Capital Management
California
$766 +$712 +10 New
UCB
922
United Community Bank
South Carolina
$690 +$641 +9 New
QWM
923
Quaker Wealth Management
New Jersey
$613 – – –
WA
924
WestEnd Advisors
North Carolina
$536 +$71 +1 +17%
NC
925
North Capital
Utah
$536 +$498 +7 New
35 36
37
38 39