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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
526
Hexagon Capital Partners
Arkansas
$165K – – –
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$150K +$93K +72 +240%
CFD
528
Creative Financial Designs
Indiana
$140K -$5.17K -4 -4%
CCA
529
Column Capital Advisors
Indiana
$124K – – –
CCM
530
Cribstone Capital Management
Maine
$118K – – –
IA
531
IFP Advisors
Florida
$108K -$73.6K -57 -32%
JEST
532
JTC Employer Solutions Trustee
Jersey
$104K – – –
S
533
SignatureFD
Georgia
$100K – – –
SC
534
SouthState Corp
Florida
$97K -$5.17K -4 -6%
GWS
535
Glassman Wealth Services
Virginia
$94K – – –
PCM
536
Penserra Capital Management
California
$92K +$6.46K +5 +9%
LS
537
Livforsakringsbolaget Skandia
Sweden
$89K – – –
AFS
538
Annapolis Financial Services
Maryland
$89K +$77.5K +60 New
DFCM
539
Dark Forest Capital Management
Puerto Rico
$88K +$60.7K +47 +362%
QCG
540
Quadrant Capital Group
Ohio
$87K +$2.58K +2 +4%
BFEC
541
Benjamin F. Edwards & Company
Missouri
$86K -$1.29K -1 -2%
C
542
Covestor
United Kingdom
$86K +$36.2K +28 +93%
DMBA
543
Deseret Mutual Benefit Administrators
Utah
$80K -$6.46K -5 -8%
QC
544
Quent Capital
New York
$80K +$56.8K +44 +440%
AG
545
AIA Group
Hong Kong
$78K +$68.5K +53 New
TWC
546
TD Waterhouse Canada
Ontario, Canada
$77.7K -$9.04K -7 -12%
CA
547
Crewe Advisors
Utah
$77K +$47.8K +37 +247%
FHA
548
First Horizon Advisors
Tennessee
$75K +$20.7K +16 +46%
HCM
549
Highlander Capital Management
New Jersey
$74K – – –
PWMG
550
Prestige Wealth Management Group
New Jersey
$74K – – –