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W.R. Berkley
WRB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1026
Vermillion Wealth Management
Minnesota
– -$1.39K -21 Closed
RCM
1027
Richardson Capital Management
Wisconsin
– -$1.33K -20 Closed
NFSG
1028
Newbridge Financial Services Group
Florida
– -$994 -15 Closed
RIAS
1029
Rachor Investment Advisory Services
Michigan
– -$862 -13 Closed
WPA
1030
Wealth Preservation Advisors
Tennessee
– -$795 -12 Closed
UFF
1031
USA Financial Formulas
Michigan
– -$729 -11 Closed
GSEP
1032
Golden State Equity Partners
California
– -$662 -10 Closed
WSFG
1033
Wall Street Financial Group
Illinois
– -$597 -9 Closed
IWS
1034
Intentional Wealth Strategies
Colorado
– -$331 -5 Closed
NWS
1035
Nvest Wealth Strategies
Ohio
– -$266 -4 Closed
RBC
1036
Roble Belko & Company
Pennsylvania
– -$268 -4 -50%
AWM
1037
Abound Wealth Management
Tennessee
– -$171 -3 Closed
CW
1038
Curio Wealth
Maryland
– -$199 -3 Closed
NF
1039
Napier Financial
Massachusetts
– -$199 -3 Closed
SWA
1040
SOA Wealth Advisors
New York
– -$68 -1 Closed
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