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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
501
Crestmont Private Wealth
Texas
$450K +$34.4K +22 +8%
IWC
502
Integrated Wealth Concepts
Massachusetts
$449K -$53.2K -34 -11%
MAM
503
Madison Asset Management
Wisconsin
$448K -$87.6K -56 -16%
WAG
504
Wallace Advisory Group
California
$441K – – –
BRG
505
Bay Rivers Group
Virginia
$439K -$7.83K -5 -2%
RFA
506
Resurgent Financial Advisors
Georgia
$438K -$37.6K -24 -8%
APW
507
Acima Private Wealth
Virginia
$433K – – –
LIM
508
Leavell Investment Management
Alabama
$433K – – –
CCM
509
Coldstream Capital Management
Washington
$430K +$15.7K +10 +4%
AFG
510
Atomi Financial Group
New York
$428K +$427K +273 New
OTL
511
Oak Thistle LLC
New York
$428K +$427K +273 New
AMBIA
512
Allen Mooney & Barnes Investment Advisors
Georgia
$427K +$426K +272 New
CCA
513
Cadent Capital Advisors
Oklahoma
$422K – – –
QCM
514
QRG Capital Management
Illinois
$422K +$23.5K +15 +6%
AAS
515
Avantax Advisory Services
Texas
$419K -$9.39K -6 -2%
AG
516
AlTi Global
New York
$419K +$418K +267 New
SIM
517
Sentry Investment Management
Wisconsin
$413K – – –
AIM
518
Allen Investment Management
New York
$411K – – –
HC
519
Hara Capital
Washington
$411K +$1.56K +1 +0.4%
SWP
520
Stratos Wealth Partners
Ohio
$411K +$135K +86 +49%
DA
521
Dover Advisors
Virginia
$409K -$21.9K -14 -5%
YCM
522
Yousif Capital Management
Michigan
$408K +$3.13K +2 +0.8%
TW
523
TritonPoint Wealth
Maryland
$407K -$7.83K -5 -2%
FAIM
524
Financial Advocates Investment Management
Washington
$406K +$12.5K +8 +3%
MA
525
MCF Advisors
Kentucky
$400K – – –
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