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Markel Group
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
526
Destination Wealth Management
Walnut Creek,
California
| – | -$29K | -25 | Closed |
|
|
WCM
527
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$23K | -20 | Closed |
|
|
CGI
528
CI Global Investments
Oakland,
California
| – | -$18K | -15 | Closed |
|
|
SIM
529
Sonora Investment Management
Tucson,
Arizona
| – | -$17.6K | -15 | Closed |
|
|
VCM
530
Vigilant Capital Management
Portland,
Maine
| – | -$13K | -11 | Closed |
|
|
CS
531
Credential Securities
Vancouver,
| – | -$11.7K | -10 | Closed |
|
|
JWA
532
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$6K | -5 | Closed |
|
|
APP
533
Avantax Planning Partners
Dubuque,
Iowa
| – | -$5K | -4 | Closed |
|
|
CCA
534
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$4K | -3 | Closed |
|
|
ZB
535
Zions Bancorporation
Salt Lake City,
Utah
| – | -$4K | -3 | Closed |
|
536
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -1 | Closed |
|