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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
476
Resurgent Financial Advisors
Georgia
$640K +$153K +92 +33%
CSI
477
Cross Staff Investments
New York
$639K – – –
CSP
478
Cary Street Partners
Virginia
$637K +$612K +369 New
LA
479
Legacy Advisors
Pennsylvania
$635K – – –
ACA
480
Aptus Capital Advisors
Alabama
$634K +$251K +151 +70%
ECM
481
ExodusPoint Capital Management
New York
$632K -$3.37M -2,033 -85%
AFG
482
Atomi Financial Group
New York
$630K +$153K +92 +34%
VA
483
Vident Advisory
Georgia
$630K -$4.98K -3 -0.8%
AWM
484
Apollon Wealth Management
South Carolina
$627K +$108K +65 +22%
IP
485
Intellectus Partners
California
$621K – – –
MIM
486
MetLife Investment Management
New Jersey
$613K -$13.3K -8 -2%
TMAM
487
Tokio Marine Asset Management
Japan
$611K – – –
VIA
488
Victrix Investment Advisors
Florida
$608K +$584K +352 New
MIA
489
MainStreet Investment Advisors
Illinois
$606K -$6.64K -4 -1%
BMSSC
490
B. Metzler seel. Sohn & Co
Germany
$606K – – –
BAM
491
Boyar Asset Management
New York
$606K +$19.9K +12 +4%
VWM
492
Venturi Wealth Management
Texas
$592K – – –
AF
493
Advisornet Financial
Minnesota
$587K -$9.96K -6 -2%
HIP
494
HUB Investment Partners
Texas
$587K +$564K +340 New
RWM
495
Ritholtz Wealth Management
New York
$582K -$18.3K -11 -3%
SAM
496
Shell Asset Management
Netherlands
$580K -$24.9K -15 -4%
BEC
497
Blue Edge Capital
Virginia
$575K – – –
WAG
498
Winthrop Advisory Group
Massachusetts
$564K – – –
THCM
499
Taylor Hoffman Capital Management
Virginia
$552K – – –
BIA
500
Beacon Investment Advisors
Maryland
$552K +$24.9K +15 +5%
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