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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PO
526
Private Ocean
California
$15K +$14K +13 New
SN
527
Sittner & Nelson
Oregon
$14K – – –
VNA
528
Valley National Advisers
Pennsylvania
$14K – – –
SPIA
529
Steward Partners Investment Advisory
New York
$13.7K -$8.63K -8 -40%
DAM
530
Delta Asset Management
Tennessee
$13K -$2.16K -2 -15%
TFM
531
TFC Financial Management
Massachusetts
$13K – – –
BCA
532
Berman Capital Advisors
Georgia
$12K -$3.24K -3 -21%
AIC
533
Ameritas Investment Company
Nebraska
$11.4K +$10.8K +10 New
ATC
534
Adirondack Trust Company
New York
$11K – – –
JCM
535
Jacobi Capital Management
Pennsylvania
$11K – – –
NG
536
NWK Group
California
$11K – – –
GI
537
Gradient Investments
Minnesota
$11K +$10.8K +10 New
ADL
538
Asset Dedication LLC
California
$10K – – –
MHR
539
Matthew Hamilton Rosenberg
$10K – – –
CWC
540
Carolinas Wealth Consulting
North Carolina
$9K – – –
QCG
541
Quadrant Capital Group
Ohio
$9K +$2.16K +2 +33%
CAGAS
542
Capital Advisory Group Advisory Services
Minnesota
$8K -$5.39K -5 -42%
EARNEST Partners
543
EARNEST Partners
Georgia
$8K – – –
FHA
544
First Horizon Advisors
Tennessee
$8K – – –
LB
545
Legacy Bridge
Iowa
$8K – – –
VCM
546
Versant Capital Management
Arizona
$8K – – –
LFG
547
Larson Financial Group
Missouri
$8K +$7.55K +7 New
CH
548
Canton Hathaway
Rhode Island
$7K +$6.47K +6 New
PP
549
PrairieView Partners
Minnesota
$7K +$6.47K +6 New
Bessemer Group
550
Bessemer Group
New Jersey
$6K -$5.39K -5 -50%