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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
476
Realta Investment Advisors
Delaware
$14K +$11.5K +11 +550%
VFA
477
Valeo Financial Advisors
Indiana
$13K -$5.24K -5 -29%
SFG
478
SevenBridge Financial Group
Pennsylvania
$12K – – –
ATC
479
Adirondack Trust Company
New York
$11K – – –
AWM
480
Avior Wealth Management
Nebraska
$11K – – –
CWA
481
Clarus Wealth Advisors
Arizona
$11K – – –
GI
482
Gradient Investments
Minnesota
$11K +$10.5K +10 New
AIM
483
Anchor Investment Management
South Carolina
$10.9K – – –
ADL
484
Asset Dedication LLC
California
$10K – – –
VCM
485
Versant Capital Management
Arizona
$9K -$2.1K -2 -18%
SF
486
Synovus Financial
Georgia
$9K – – –
FHA
487
First Horizon Advisors
Tennessee
$9K +$4.19K +4 +80%
EARNEST Partners
488
EARNEST Partners
Georgia
$8K – – –
CFG
489
Citizens Financial Group
Rhode Island
$8K +$7.33K +7 New
TFS
490
TrustCore Financial Services
Tennessee
$7K – – –
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CFGS
492
Concourse Financial Group Securities
Alabama
$6K – – –
Bessemer Group
493
Bessemer Group
New Jersey
$5K -$124M -118,741 -100%
BCA
494
Berman Capital Advisors
Georgia
$5K – – –
BBA
495
Braun-Bostich & Associates
Pennsylvania
$5K – – –
GCM
496
Gables Capital Management
Florida
$5K – – –
SA
497
SRH Advisors
Kansas
$5K – – –
CB
498
CNB Bank
Pennsylvania
$5K +$5.24K +5 New
CQS
499
Credential Qtrade Securities
$4.36K +$4.19K +4 New
PFBT
500
Parkside Financial Bank & Trust
Missouri
$4K – – –