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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
926
Networth Advisors
Pennsylvania
$1.13K +$1.07K +16 New
FHC
927
First Horizon Corporation
Tennessee
$1.06K – – –
NWM
928
Navigoe Wealth Management
California
$1K +$1K +15 New
APW
929
Aventura Private Wealth
Florida
$987 – – –
KCM
930
Key Capital Management
Tennessee
$846 +$804 +12 New
WA
931
WestEnd Advisors
North Carolina
$705 – – –
PS
932
Planning Strategies
Pennsylvania
$705 +$670 +10 New
DF
933
DecisionPoint Financial
Arizona
$636 +$603 +9 New
UCB
934
United Community Bank
South Carolina
$635 – – –
QWM
935
Quaker Wealth Management
New Jersey
$635 +$67 +1 +13%
HWP
936
Highline Wealth Partners
California
$635 +$603 +9 New
ACA
937
American Capital Advisory
Idaho
$494 +$201 +3 +75%
SWAG
938
Spectrum Wealth Advisory Group
California
$494 +$469 +7 New
VWA
939
Valued Wealth Advisors
Utah
$427 – – –
SA
940
Seneschal Advisors
Washington
$424 – – –
VNA
941
Valley National Advisers
Pennsylvania
$424 +$402 +6 New
NRG
942
Nemes Rush Group
Michigan
$423 – – –
CIA
943
Cape Investment Advisory
Georgia
$423 +$402 +6 New
M
944
MOTCO
Texas
$423 +$402 +6 New
NL
945
NVWM LLC
Pennsylvania
$353 +$335 +5 New
CIAM
946
Caitong International Asset Management
Hong Kong
$282 -$1.54K -23 -85%
TFM
947
TFC Financial Management
Massachusetts
$212 +$134 +2 +200%
MCA
948
Maryland Capital Advisors
Maryland
$212 +$201 +3 New
CFM
949
Compass Financial Management
Florida
$141 +$134 +2 New
PMFA
950
Plante Moran Financial Advisors
Michigan
$141 +$134 +2 New
36 37
38
39 40