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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SA
552
SRH Advisors
Kansas
$6K – – –
VFA
553
Valeo Financial Advisors
Indiana
$6K – – –
ACA
554
Atlas Capital Advisors
Wyoming
$5.7K +$5.39K +5 New
CFGS
555
Concourse Financial Group Securities
Alabama
$5K -$5.39K -5 -56%
MF
556
Manchester Financial
California
$5K – – –
SL
557
Savior LLC
Massachusetts
$5K – – –
MWP
558
Meridian Wealth Partners
Pennsylvania
$5K +$4.32K +4 New
GCM
559
Gables Capital Management
Florida
$3K -$2.16K -2 -40%
CFFP
560
Center for Financial Planning
Michigan
$3K – – –
PFA
561
Professional Financial Advisors
Nebraska
$3K – – –
WT
562
Washington Trust
Rhode Island
$3K – – –
WTC
563
WhitTier Trust Company
Nevada
$3K – – –
WP
564
WealthShield Partners
North Carolina
$3K +$3.24K +3 New
BAM
565
Bellevue Asset Management
Washington
$2K -$1.08K -1 -33%
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.08K -1 -33%
BWM
567
BerganKDV Wealth Management
Minnesota
$2K – – –
SFO
568
Standard Family Office
South Dakota
$2K – – –
ZB
569
Zions Bancorporation
Utah
$2K – – –
CWP
570
Concord Wealth Partners
Virginia
$2K +$2.16K +2 New
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.16K +2 New
RWM
572
Raffa Wealth Management
District of Columbia
$1.14K – – –
CWA
573
Clearview Wealth Advisors
Oregon
$1K – – –
APWA
574
Atlas Private Wealth Advisors
New Jersey
$1K +$1.08K +1 New
EI
575
Ellevest Inc
New York
$1K +$1.08K +1 New