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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$5K – – –
SQA
552
Simon Quick Advisors
New Jersey
$5K +$2.28K +2 +100%
DSC
553
Duncker Streett & Co
Missouri
$5K +$4.56K +4 New
MF
554
Manchester Financial
California
$5K +$4.56K +4 New
SL
555
Savior LLC
Massachusetts
$5K +$4.56K +4 New
SMFS
556
Squar Milner Financial Services
California
$4K +$4.56K +4 New
BWM
557
BerganKDV Wealth Management
Minnesota
$3K – – –
WTC
558
WhitTier Trust Company
Nevada
$3K – – –
ZB
559
Zions Bancorporation
Utah
$3K – – –
BAM
560
Bellevue Asset Management
Washington
$3K +$3.42K +3 New
CFFP
561
Center for Financial Planning
Michigan
$3K +$3.42K +3 New
RFA
562
Reilly Financial Advisors
California
$3K +$3.42K +3 New
BFC
563
Bedel Financial Consulting
Indiana
$2K – – –
CFGS
564
Concourse Financial Group Securities
Alabama
$2K – – –
TFO
565
Tarbox Family Office
California
$2K – – –
PFPT
566
Pinnacle Financial Partners (Tennessee)
Tennessee
$2K +$2.28K +2 New
TPWA
567
TRUE Private Wealth Advisors
Oregon
$2K +$2.28K +2 New
AA
568
Argent Advisors
Louisiana
$1K +$1.14K +1 New
EI
569
Ellevest Inc
New York
$1K +$1.14K +1 New
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$1K +$1.14K +1 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