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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
VAF
401
Values Added Financial
District of Columbia
$946K +$944K +603 New
EWA
402
Encompass Wealth Advisors
Oregon
$941K
SI
403
Stephens Inc
Arkansas
$941K +$65.7K +42 +8%
PAG
404
Private Advisor Group
New Jersey
$936K +$263K +168 +39%
VCA
405
Verdence Capital Advisors
Maryland
$932K +$50.1K +32 +6%
HWM
406
HB Wealth Management
Georgia
$929K +$12.5K +8 +1%
PGWM
407
Parisi Gray Wealth Management
New Jersey
$924K +$26.6K +17 +3%
ST
408
Smithfield Trust
Pennsylvania
$912K
FSCM
409
Front Street Capital Management
Montana
$907K +$360K +230 +66%
KAS
410
Kestra Advisory Services
Texas
$897K -$79.8K -51 -8%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$896K -$25K -16 -3%
ACGA
412
Atlanta Consulting Group Advisors
Georgia
$891K +$15.7K +10 +2%
TCM
413
Tributary Capital Management
Nebraska
$888K +$7.83K +5 +0.9%
Two Sigma Investments
414
Two Sigma Investments
New York
$883K +$881K +563 New
RJT
415
Raymond James Trust
Florida
$874K +$163K +104 +23%
ASN
416
Advisory Services Network
Georgia
$868K
PI
417
PineBridge Investments
New York
$863K -$4.38M -2,801 -84%
VEA
418
Virtus ETF Advisers
New York
$860K -$37.6K -24 -4%
CCP
419
Carmel Capital Partners
California
$844K -$79.8K -51 -9%
VIM
420
Vinva Investment Management
Australia
$833K +$113K +72 +16%
CG
421
Caprock Group
Idaho
$822K -$67.3K -43 -8%
MCM
422
MAI Capital Management
Ohio
$819K -$373K -238 -31%
WA
423
Waverly Advisors
Alabama
$817K
AWA
424
Arete Wealth Advisors
Illinois
$812K -$14.1K -9 -2%
Chevy Chase Trust
425
Chevy Chase Trust
Maryland
$808K +$116K +74 +17%