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W.R. Berkley

Name Holding Trade Value Shares
Change
Change in
Stake
PW
1001
PUREfi Wealth
Massachusetts
– -$204K -3,082 Closed
GAA
1002
Global Assets Advisory
Florida
– -$183K -2,761 Closed
AGWCA
1003
Annis Gardner Whiting Capital Advisors
Florida
– -$112K -1,693 Closed
BCV
1004
Banque Cantonale Vaudoise
Switzerland
– -$66K -997 Closed
RFP
1005
Root Financial Partners
California
– -$54.7K -825 Closed
Walleye Capital
1006
Walleye Capital
New York
– -$41.4K -625 Closed
Loomis, Sayles & Company
1007
Loomis, Sayles & Company
Massachusetts
– -$39.7K -599 Closed
TPWA
1008
Twin Peaks Wealth Advisors
California
– -$22.1K -333 Closed
DWP
1009
Destiny Wealth Partners
Florida
– -$21.7K -327 Closed
GWSA
1010
Global Wealth Strategies & Associates
Colorado
– -$10.6K -160 Closed
IAAG
1011
Innovative Asset Advisors Group
Connecticut
– -$10.2K -153 Closed
CTWM
1012
Cherry Tree Wealth Management
Minnesota
– -$7.16K -108 Closed
CTA
1013
Colonial Trust Advisors
South Carolina
– -$6.43K -97 Closed
LWMI
1014
Legacy Wealth Management (Idaho)
Idaho
– -$6.3K -95 Closed
AA
1015
Addison Advisors
Vermont
– -$6.03K -91 Closed
PPC
1016
Park Place Capital
Alabama
– -$4.91K -74 Closed
PIP
1017
Philadelphia Investment Partners
New Jersey
– -$4.59K -69 Closed
CFG
1018
Clayton Financial Group
Missouri
– -$3.31K -50 Closed
SIS
1019
Sound Income Strategies
Florida
– -$3.13K -48 Closed
FPB
1020
First PREMIER Bank
South Dakota
– -$3K -43 Closed
RWM
1021
RMG Wealth Management
Wisconsin
– -$2.66K -40 Closed
AUB
1022
Atlantic Union Bankshares
Virginia
– -$1.99K -30 Closed
ECM
1023
Estabrook Capital Management
New York
– -$1.86K -28 Closed
AP
1024
Aspect Partners
Virginia
– -$1.59K -24 Closed
JGIA
1025
Jackson Grant Investment Advisers
Connecticut
– -$1.59K -24 Closed