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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$5K +$2.28K +2 +100%
DSC
552
Duncker Streett & Co
Missouri
$5K +$4.56K +4 New
MF
553
Manchester Financial
California
$5K +$4.56K +4 New
SL
554
Savior LLC
Massachusetts
$5K +$4.56K +4 New
SMFS
555
Squar Milner Financial Services
California
$4K +$4.56K +4 New
BWM
556
BerganKDV Wealth Management
Minnesota
$3K
WTC
557
WhitTier Trust Company
Nevada
$3K
ZB
558
Zions Bancorporation
Utah
$3K
BAM
559
Bellevue Asset Management
Washington
$3K +$3.42K +3 New
CFFP
560
Center for Financial Planning
Michigan
$3K +$3.42K +3 New
RFA
561
Reilly Financial Advisors
California
$3K +$3.42K +3 New
BFC
562
Bedel Financial Consulting
Indiana
$2K
CFGS
563
Concourse Financial Group Securities
Alabama
$2K
TFO
564
Tarbox Family Office
California
$2K
PFPT
565
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$2.28K +2 New
TPWA
566
TRUE Private Wealth Advisors
Oregon
$2K +$2.28K +2 New
AA
567
Argent Advisors
Louisiana
$1K +$1.14K +1 New
EI
568
Ellevest Inc
New York
$1K +$1.14K +1 New
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$1K +$1.14K +1 New
AC
570
Asio Capital
Kentucky
$118 +$118K +104 New
Point72 Asset Management
571
Point72 Asset Management
Connecticut
-$3.08M -2,610 Closed
Wolverine Trading
572
Wolverine Trading
Illinois
-$760K -667 Closed
PP
573
Prudential plc
United Kingdom
-$741K -627 Closed
HF
574
HRT Financial
New York
-$687K -582 Closed
VAS
575
Vestmark Advisory Solutions
Massachusetts
-$559K -473 Closed