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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIAS
926
Rachor Investment Advisory Services
Michigan
$912 +$958 +13 New
WPA
927
Wealth Preservation Advisors
Tennessee
$841 – – –
ACA
928
American Capital Advisory
Idaho
$772 – – –
QWM
929
Quaker Wealth Management
New Jersey
$772 +$221 +3 +38%
RS
930
Rakuten Securities
Japan
$771 – – –
UFF
931
USA Financial Formulas
Michigan
$771 +$811 +11 New
WW
932
Winnow Wealth
Texas
$710 – – –
ACM
933
Anfield Capital Management
California
$701 – – –
WA
934
WestEnd Advisors
North Carolina
$701 +$221 +3 +43%
UCB
935
United Community Bank
South Carolina
$631 – – –
SA
936
Seneschal Advisors
Washington
$421 – – –
VWA
937
Valued Wealth Advisors
Utah
$421 – – –
NRG
938
Nemes Rush Group
Michigan
$421 +$442 +6 New
ACA
939
Atlas Capital Advisors
Wyoming
$420 +$442 +6 New
HWP
940
Highline Wealth Partners
California
$351 – – –
APW
941
Atlantic Private Wealth
North Carolina
$351 +$368 +5 New
LIA
942
Luken Investment Analytics
Tennessee
$351 +$368 +5 New
NL
943
NVWM LLC
Pennsylvania
$351 +$368 +5 New
EWP
944
Elevation Wealth Partners
California
$281 – – –
AWM
945
Abound Wealth Management
Tennessee
$181 +$221 +3 New
AIM
946
Arcadia Investment Management
Michigan
$141 +$147 +2 New
NL
947
NorthAvenue LLC
Ohio
$141 +$147 +2 New
SWA
948
SOA Wealth Advisors
New York
$72 – – –
TFM
949
TFC Financial Management
Massachusetts
$71 – – –
MMCM
950
Murphy & Mullick Capital Management
New York
$70 +$74 +1 New
36 37
38
39 40