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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
501
Carson Wealth (CWM LLC)
Nebraska
$6K
EARNEST Partners
502
EARNEST Partners
Georgia
$6K
CFFP
503
Center for Financial Planning
Michigan
$6K +$4.57K +4 +133%
LB
504
Legacy Bridge
Iowa
$6K +$8K +7 New
Bessemer Group
505
Bessemer Group
New Jersey
$5K
JFGIW
506
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
SA
507
SRH Advisors
Kansas
$5K
MF
508
Manchester Financial
California
$4K
PFBT
509
Parkside Financial Bank & Trust
Missouri
$4K
SL
510
Savior LLC
Massachusetts
$4K
BAM
511
Bellevue Asset Management
Washington
$3K
BWM
512
BerganKDV Wealth Management
Minnesota
$3K
RFA
513
Reilly Financial Advisors
California
$3K
WTC
514
WhitTier Trust Company
Nevada
$3K
ZB
515
Zions Bancorporation
Utah
$3K
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3.43K +3 New
WT
517
Washington Trust
Rhode Island
$3K +$3.43K +3 New
BFC
518
Bedel Financial Consulting
Indiana
$2K
PFPT
519
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K
OAM
520
Optimal Asset Management
California
$1.3K -$149K -130 -8%
KPW
521
Kore Private Wealth
New York
$1K -$123K -108 -99%
SMFS
522
Squar Milner Financial Services
California
$1K -$2.29K -2 -50%
EI
523
Ellevest Inc
New York
$1K
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$1K
EIP
525
Ellis Investment Partners
Pennsylvania
$1K +$2.29K +2 New