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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$511K +$198K +101 +61%
IAA
527
Independent Advisor Alliance
North Carolina
$511K +$214K +109 +69%
FC
528
Farringdon Capital
United Kingdom
$508K +$521K +266 New
RYIA
529
Roehl & Yi Investment Advisors
Oregon
$503K -$108K -55 -17%
AIM
530
Allen Investment Management
New York
$501K – – –
TW
531
TritonPoint Wealth
Maryland
$501K – – –
GWANC
532
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K -$54.9K -28 -10%
IGAM
533
iA Global Asset Management
Quebec, Canada
$493K +$506K +258 New
BTWM
534
Baker Tilly Wealth Management
Wisconsin
$491K +$1.96K +1 +0.4%
DWM
535
Dakota Wealth Management
Florida
$489K – – –
AG
536
AlTi Global
New York
$489K -$19.6K -10 -4%
SG Americas Securities
537
SG Americas Securities
New York
$487K +$51K +26 +11%
FFM
538
Flagstone Financial Management
Nebraska
$485K – – –
MWM
539
Maridea Wealth Management
New York
$483K +$496K +253 New
AAP
540
Arax Advisory Partners
Colorado
$480K +$416K +212 +544%
NFGCM
541
Norman Fields Gottscho Capital Management
New York
$478K – – –
TNBTD
542
Trustmark National Bank Trust Department
Mississippi
$478K – – –
QI
543
Qtron Investments
Massachusetts
$476K – – –
VAG
544
VisionPoint Advisory Group
Texas
$474K -$23.5K -12 -5%
AMBIA
545
Allen Mooney & Barnes Investment Advisors
Georgia
$472K – – –
ECM
546
Elgethun Capital Management
South Dakota
$471K -$25.5K -13 -5%
MWA
547
Mills Wealth Advisors
Texas
$470K – – –
BRG
548
Bay Rivers Group
Virginia
$468K – – –
MYIA
549
Mount Yale Investment Advisors
Colorado
$466K +$345K +176 +259%
BAM
550
Berkshire Asset Management
Pennsylvania
$459K +$206K +105 +78%