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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$920K +$113K +73 +14%
ST
402
Smithfield Trust
Pennsylvania
$918K -$3.11K -2 -0.3%
CA
403
Clearstead Advisors
Ohio
$909K +$857K +552 +2,208%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$901K +$45K +29 +5%
VEA
405
Virtus ETF Advisers
New York
$901K +$888K +572 New
FCMC
406
Founders Capital Management (Connecticut)
Connecticut
$895K -$121K -78 -12%
CG
407
Caprock Group
Idaho
$893K +$880K +567 New
VCA
408
Verdence Capital Advisors
Maryland
$886K -$21.7K -14 -2%
TCM
409
Tributary Capital Management
Nebraska
$884K -$14K -9 -2%
ACGA
410
Atlanta Consulting Group Advisors
Georgia
$879K
SI
411
Stephens Inc
Arkansas
$879K +$1.55K +1 +0.2%
ASN
412
Advisory Services Network
Georgia
$868K
LAM
413
Lakewood Asset Management
Illinois
$832K +$7.76K +5 +1%
AWA
414
Arete Wealth Advisors
Illinois
$831K +$823K +530 New
WA
415
Waverly Advisors
Alabama
$821K +$3.11K +2 +0.4%
CPBTD
416
Central Pacific Bank - Trust Division
Hawaii
$810K
Bessemer Group
417
Bessemer Group
New Jersey
$805K -$182K -117 -19%
RFM
418
Royal Fund Management
Florida
$804K -$9.32K -6 -1%
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
$802K -$46.6K -30 -6%
Neuberger Berman Group
420
Neuberger Berman Group
New York
$800K
CCIA
421
Campbell & Co Investment Adviser
Maryland
$793K +$781K +503 New
RL
422
Ruffer LLP
United Kingdom
$788K -$621K -400 -44%
AT
423
Avalon Trust
New Mexico
$788K
SCA
424
Sage Capital Advisors
South Dakota
$788K
FSA
425
Financial Security Advisor
Virginia
$734K -$51.2K -33 -7%