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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
476
OneDigital Investment Advisors
Kansas
$7K – – –
WWMSC
477
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$2.25K +2 +50%
BBA
478
Braun-Bostich & Associates
Pennsylvania
$6K – – –
GFP
479
Gryphon Financial Partners
Ohio
$6K – – –
JWA
480
JFS Wealth Advisors
Pennsylvania
$6K – – –
SA
481
SRH Advisors
Kansas
$6K – – –
AssetMark Inc
482
AssetMark Inc
California
$5K – – –
TDC
483
Thompson Davis & Co
Virginia
$5K – – –
APP
484
Avantax Planning Partners
Iowa
$5K +$4.5K +4 New
ML
485
McAdam LLC
Pennsylvania
$5K +$4.5K +4 New
WTC
486
WhitTier Trust Company
Nevada
$4K – – –
CCA
487
Clearwater Capital Advisors
Illinois
$4K +$3.38K +3 New
ZB
488
Zions Bancorporation
Utah
$4K +$3.38K +3 New
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
OFS
490
Orrstown Financial Services
Pennsylvania
$2K – – –
PFBT
491
Parkside Financial Bank & Trust
Missouri
$2K – – –
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
QI
493
QS Investors
New York
$1K – – –
BCM
494
Bares Capital Management
Texas
– -$145M -127,627 Closed
SFM
495
Stack Financial Management
Montana
– -$21.1M -18,544 Closed
Lord, Abbett & Co
496
Lord, Abbett & Co
New Jersey
– -$19.1M -16,761 Closed
FAM
497
Foundation Asset Management
New York
– -$6.83M -6,000 Closed
PC
498
Port Capital
Illinois
– -$5.33M -4,683 Closed
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
– -$4.2M -3,732 Closed
CIC
500
Chilton Investment Company
Connecticut
– -$3.18M -2,788 Closed