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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
426
Versant Capital Management
Arizona
$12K – – –
AIM
427
Anchor Investment Management
South Carolina
$10.7K – – –
OC
428
Oakworth Capital
Alabama
$8K – – –
ACM
429
Armbruster Capital Management
New York
$7K – – –
CFD
430
Creative Financial Designs
Indiana
$7K – – –
AWM
431
Avior Wealth Management
Nebraska
$6K – – –
GRP
432
Global Retirement Partners
California
$6K – – –
OIA
433
OneDigital Investment Advisors
Kansas
$6K – – –
QCG
434
Quadrant Capital Group
Ohio
$6K – – –
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.2K +6 New
ATC
436
Adirondack Trust Company
New York
$5K – – –
MCIA
437
Mountain Capital Investment Advisors
Colorado
$5K – – –
SA
438
SRH Advisors
Kansas
$5K – – –
AssetMark Inc
439
AssetMark Inc
California
$4K – – –
TDC
440
Thompson Davis & Co
Virginia
$4K – – –
VFA
441
Valeo Financial Advisors
Indiana
$4K +$4.14K +4 New
ZB
442
Zions Bancorporation
Utah
$3K – – –
WTC
443
WhitTier Trust Company
Nevada
$3K +$3.1K +3 New
LWCFA
444
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
PFBT
445
Parkside Financial Bank & Trust
Missouri
$2K – – –
OFS
446
Orrstown Financial Services
Pennsylvania
$2K +$2.07K +2 New
Federated Hermes
447
Federated Hermes
Pennsylvania
$1K – – –
QI
448
QS Investors
New York
$1K – – –
WA
449
Winfield Associates
Ohio
$1K +$1.03K +1 New
Balyasny Asset Management
450
Balyasny Asset Management
Illinois
– -$21.8M -22,367 Closed