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Markel Group

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