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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
– -$378K -347 Closed
CA
527
Crewe Advisors
Utah
– -$370K -340 Closed
YMRC
528
Yorktown Management & Research Company
Virginia
– -$327K -300 Closed
Capital Fund Management (CFM)
529
Capital Fund Management (CFM)
France
– -$272K -250 Closed
Lido Advisors
530
Lido Advisors
California
– -$233K -214 Closed
EMG
531
ETF Managers Group
New Jersey
– -$225K -210 Closed
VNB
532
Virginia National Bank
Virginia
– -$221K -203 Closed
FA
533
FDx Advisors
Illinois
– -$215K -197 Closed
AWM
534
AE Wealth Management
Kansas
– -$210K -193 Closed
Holocene Advisors
535
Holocene Advisors
New York
– -$206K -189 Closed
MA
536
MANA Advisors
New York
– -$200K -184 Closed
HTI
537
Hikari Tsushin Inc
Japan
– -$185K -170 Closed
QT
538
Quantamental Technologies
New York
– -$169K -155 Closed
FPFS
539
First Personal Financial Services
North Carolina
– -$45K -41 Closed
SIC
540
Salem Investment Counselors
North Carolina
– -$36K -33 Closed
CI
541
CX Institutional
Indiana
– -$34K -31 Closed
DWM
542
Destination Wealth Management
California
– -$27K -25 Closed
PCP
543
Proficio Capital Partners
Massachusetts
– -$25K -23 Closed
SBL
544
Sargent Bickham Lagudis
Colorado
– -$24K -22 Closed
MWM
545
Meridian Wealth Management
Kentucky
– -$22.9K -21 Closed
EWM
546
Executive Wealth Management
Michigan
– -$15K -14 Closed
SFG
547
SevenBridge Financial Group
Pennsylvania
– -$12K -11 Closed
AWM
548
Avior Wealth Management
Nebraska
– -$11K -10 Closed
CWA
549
Clarus Wealth Advisors
Arizona
– -$11K -10 Closed
ESB
550
Essex Savings Bank
Connecticut
– -$4K -7 Closed