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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
451
Diversify Advisory Services
Utah
$569K +$553K +377 New
BCA
452
Bay Colony Advisors
Massachusetts
$566K -$4.4K -3 -0.8%
KPWS
453
Kestra Private Wealth Services
Texas
$566K +$23.5K +16 +4%
HIC
454
Hartline Investment Corp
Illinois
$566K +$545K +372 New
ATPW
455
Ashton Thomas Private Wealth
Arizona
$564K -$23.5K -16 -4%
CSI
456
Cross Staff Investments
New York
$563K – – –
VA
457
Vident Advisory
Georgia
$554K -$2.41M -1,645 -82%
SF
458
Synovus Financial
Georgia
$545K – – –
CA
459
Cetera Advisors
Colorado
$545K +$525K +358 New
AWM
460
Apollon Wealth Management
South Carolina
$543K -$2.93K -2 -0.6%
PCIA
461
Prime Capital Investment Advisors
Kansas
$537K +$4.4K +3 +0.9%
BSW
462
Buckingham Strategic Wealth
Missouri
$523K +$111K +76 +28%
MGWM
463
Marks Group Wealth Management
Minnesota
$517K -$26.4K -18 -5%
VWM
464
Venturi Wealth Management
Texas
$516K +$24.9K +17 +5%
TMAM
465
Tokio Marine Asset Management
Japan
$511K +$32.3K +22 +7%
OGC
466
Oak Grove Capital
New Hampshire
$510K – – –
BEC
467
Blue Edge Capital
Virginia
$507K – – –
WAG
468
Winthrop Advisory Group
Massachusetts
$498K – – –
OWA
469
Opal Wealth Advisors
New York
$496K +$11.7K +8 +3%
BAM
470
Boyar Asset Management
New York
$494K +$44K +30 +10%
THWM
471
Taylor Hoffman Wealth Management
Virginia
$487K -$35.2K -24 -7%
FSCM
472
Front Street Capital Management
Montana
$485K -$123K -84 -21%
SIM
473
Sentry Investment Management
Wisconsin
$482K – – –
HC
474
Hara Capital
Washington
$473K +$5.87K +4 +1%
BRG
475
Bay Rivers Group
Virginia
$472K – – –
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