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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
501
Alera Investment Advisors
Illinois
$6K – – –
GRP
502
Global Retirement Partners
California
$6K – – –
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$6K +$4.06K +4 +400%
DBT
504
Dubuque Bank & Trust
Iowa
$6K +$6.09K +6 New
TFS
505
TrustCore Financial Services
Tennessee
$6K +$6.09K +6 New
BBA
506
Braun-Bostich & Associates
Pennsylvania
$5K – – –
GCM
507
Gables Capital Management
Florida
$5K – – –
SA
508
SRH Advisors
Kansas
$5K – – –
FHA
509
First Horizon Advisors
Tennessee
$4K -$102K -100 -95%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$4K +$2.03K +2 +100%
BCA
511
Berman Capital Advisors
Georgia
$4K +$4.06K +4 +400%
CFGS
512
Concourse Financial Group Securities
Alabama
$4K +$4.06K +4 +200%
BWM
513
BerganKDV Wealth Management
Minnesota
$3K – – –
WTC
514
WhitTier Trust Company
Nevada
$3K – – –
ZB
515
Zions Bancorporation
Utah
$3K +$3.05K +3 New
SMFS
516
Squar Milner Financial Services
California
$3K +$4.06K +4 New
BFC
517
Bedel Financial Consulting
Indiana
$2K – – –
PFPT
518
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$2.03K +2 New
RIA
519
Realta Investment Advisors
Delaware
$2K +$2.03K +2 New
ESB
520
Essex Savings Bank
Connecticut
$1K – – –
CFA
521
Camarda Financial Advisors
Florida
$1K +$1.02K +1 New
KC
522
Kepos Capital
New York
– -$7.07M -6,811 Closed
CB
523
Cooke & Bieler
Pennsylvania
– -$4.7M -4,526 Closed
AIM
524
Assured Investment Management
New York
– -$4.46M -4,296 Closed
RPI
525
Railway Pension Investments
United Kingdom
– -$4.29M -4,133 Closed