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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$115K -$455K -373 -78%
CCA
527
Column Capital Advisors
Indiana
$104K +$14.6K +12 +14%
CFD
528
Creative Financial Designs
Indiana
$100K -$1.22K -1 -1%
S
529
SignatureFD
Georgia
$90K +$11K +9 +12%
C
530
Covestor
United Kingdom
$90K +$89.1K +73 +730%
CCM
531
Cribstone Capital Management
Maine
$87K – – –
AG
532
AIA Group
Hong Kong
$83K -$40.3K -33 -30%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$80K -$72K -59 -44%
TWM
534
Tradition Wealth Management
Minnesota
$80K +$61K +50 +208%
JEST
535
JTC Employer Solutions Trustee
Jersey
$76K – – –
HI
536
Harbour Investments
Wisconsin
$75K – – –
T
537
TOBAM
France
$73K – – –
QT
538
Quantbot Technologies
New York
$69K +$78.1K +64 New
GWS
539
Glassman Wealth Services
Virginia
$68K -$1.22K -1 -2%
PCM
540
Penserra Capital Management
California
$68K – – –
AFS
541
Annapolis Financial Services
Maryland
$65K – – –
SWM
542
Spire Wealth Management
Virginia
$62K -$231K -189 -77%
BFEC
543
Benjamin F. Edwards & Company
Missouri
$62K – – –
PTC
544
Private Trust Company
Ohio
$62K – – –
CAL
545
Capital Analysts LLC
Pennsylvania
$62K +$4.88K +4 +8%
SC
546
SouthState Corp
Florida
$61K -$12.2K -10 -15%
QC
547
Quent Capital
New York
$59K – – –
TWC
548
TD Waterhouse Canada
Ontario, Canada
$58.6K – – –
QCG
549
Quadrant Capital Group
Ohio
$56K -$8.54K -7 -12%
BC
550
Barrett & Company
Rhode Island
$55.3K +$51.2K +42 New