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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
926
WestEnd Advisors
North Carolina
$705 – – –
PS
927
Planning Strategies
Pennsylvania
$705 +$670 +10 New
DF
928
DecisionPoint Financial
Arizona
$636 +$603 +9 New
UCB
929
United Community Bank
South Carolina
$635 – – –
QWM
930
Quaker Wealth Management
New Jersey
$635 +$67 +1 +13%
HWP
931
Highline Wealth Partners
California
$635 +$603 +9 New
ACA
932
American Capital Advisory
Idaho
$494 +$201 +3 +75%
SWAG
933
Spectrum Wealth Advisory Group
California
$494 +$469 +7 New
VWA
934
Valued Wealth Advisors
Utah
$427 – – –
SA
935
Seneschal Advisors
Washington
$424 – – –
VNA
936
Valley National Advisers
Pennsylvania
$424 +$402 +6 New
NRG
937
Nemes Rush Group
Michigan
$423 – – –
CIA
938
Cape Investment Advisory
Georgia
$423 +$402 +6 New
M
939
MOTCO
Texas
$423 +$402 +6 New
NL
940
NVWM LLC
Pennsylvania
$353 +$335 +5 New
CIAM
941
Caitong International Asset Management
Hong Kong
$282 -$1.54K -23 -85%
TFM
942
TFC Financial Management
Massachusetts
$212 +$134 +2 +200%
MCA
943
Maryland Capital Advisors
Maryland
$212 +$201 +3 New
CFM
944
Compass Financial Management
Florida
$141 +$134 +2 New
PMFA
945
Plante Moran Financial Advisors
Michigan
$141 +$134 +2 New
3FI
946
3 Factor Indexing
California
$71 – – –
SG
947
Sankala Group
Colorado
$70 +$67 +1 New
YDMI
948
Y.D. More Investments
Israel
$45 -$67 -1 -0.5%
MC
949
Maren Capital
Illinois
– -$33.4M -504,611 Closed
WAM
950
Wallington Asset Management
Indiana
– -$20.4M -308,444 Closed
36 37
38
39 40