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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$27K – – –
EP
502
Eudaimonia Partners
Tennessee
$26K – – –
RA
503
Reby Advisors
Connecticut
$26K +$24.9K +25 New
TWM
504
Tradition Wealth Management
Minnesota
$26K +$24.9K +25 New
PVH
505
Psagot Value Holdings
Israel
$23K – – –
SC
506
SouthState Corp
Florida
$23K – – –
Credit Agricole
507
Credit Agricole
France
$21K – – –
SPIA
508
Steward Partners Investment Advisory
New York
$21K +$3.99K +4 +25%
APA
509
American Portfolios Advisors
New York
$20.7K -$997 -1 -5%
FCH
510
Freestone Capital Holdings
Washington
$20.7K – – –
HNB
511
Huntington National Bank
Ohio
$19K +$6.98K +7 +64%
NCM
512
New Capital Management
Texas
$18K +$16.9K +17 New
IRC
513
Investors Research Corp
Georgia
$17K – – –
PMFA
514
Plante Moran Financial Advisors
Michigan
$15K -$15K -15 -50%
CA
515
Crewe Advisors
Utah
$15K +$2.99K +3 +25%
BCA
516
Berman Capital Advisors
Georgia
$14K +$2.99K +3 +27%
DAM
517
Delta Asset Management
Tennessee
$13K – – –
CAGAS
518
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
VNA
519
Valley National Advisers
Pennsylvania
$12K – – –
PWPS
520
Pinnacle Wealth Planning Services
Ohio
$12K +$12K +12 New
SN
521
Sittner & Nelson
Oregon
$12K +$12K +12 New
TFM
522
TFC Financial Management
Massachusetts
$11K – – –
AWG
523
Altus Wealth Group
Colorado
$11K +$11K +11 New
ATC
524
Adirondack Trust Company
New York
$10K – – –
CFD
525
Creative Financial Designs
Indiana
$10K – – –