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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
501
Summit Global Investments
Utah
$271K – – –
SC
502
Sonen Capital
California
$271K -$142K -107 -34%
AAS
503
Avantax Advisory Services
Texas
$270K +$14.6K +11 +6%
MCM
504
Manchester Capital Management
Vermont
$268K – – –
PCM
505
Parsons Capital Management
Rhode Island
$268K – – –
PCIA
506
Prime Capital Investment Advisors
Kansas
$268K +$279K +210 New
ETIA
507
Epic Trust Investment Advisors
Washington
$267K -$137K -103 -33%
FFM
508
Forum Financial Management
Illinois
$267K – – –
V
509
Veritable
Delaware
$266K -$1.33K -1 -0.5%
BAM
510
Boyar Asset Management
New York
$266K +$13.3K +10 +5%
ECM
511
Evergreen Capital Management
Washington
$254K +$18.6K +14 +8%
BFG
512
Bleakley Financial Group
New Jersey
$253K +$21.3K +16 +9%
SS
513
Simplicity Solutions
Minnesota
$253K +$263K +198 New
CCG
514
Cypress Capital Group
Florida
$252K -$41.2K -31 -14%
LIM
515
Leavell Investment Management
Alabama
$245K – – –
NQWM
516
Northwest Quadrant Wealth Management
Oregon
$244K – – –
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$243K -$5.31K -4 -2%
HCM
518
Howland Capital Management
Massachusetts
$241K – – –
KFA
519
Krane Funds Advisors
New York
$237K +$239K +180 New
GT
520
Greenleaf Trust
Michigan
$236K -$1.33K -1 -0.5%
ET
521
Equitable Trust
Tennessee
$235K – – –
OTL
522
Oak Thistle LLC
New York
$231K +$240K +181 New
EIA
523
Edgemoor Investment Advisors
Maryland
$229K – – –
TTWM
524
TCV Trust & Wealth Management
Virginia
$229K -$15.9K -12 -6%
VWMG
525
Virginia Wealth Management Group
Virginia
$224K +$6.64K +5 +3%
19 20
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