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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
551
Valley National Advisers
Pennsylvania
$14K – – –
RDWM
552
Red Door Wealth Management
Tennessee
$14K +$14.4K +12 New
BCA
553
Berman Capital Advisors
Georgia
$13K – – –
DAM
554
Delta Asset Management
Tennessee
$13K – – –
TFM
555
TFC Financial Management
Massachusetts
$13K – – –
ATC
556
Adirondack Trust Company
New York
$12K – – –
GI
557
Gradient Investments
Minnesota
$12K – – –
JCM
558
Jacobi Capital Management
Pennsylvania
$12K – – –
MHR
559
Matthew Hamilton Rosenberg
$11K – – –
WQ
560
Wealth Quarterback
New Jersey
$10K +$9.59K +8 New
CWC
561
Carolinas Wealth Consulting
North Carolina
$9K – – –
FHA
562
First Horizon Advisors
Tennessee
$9K – – –
EI
563
Ellevest Inc
New York
$9K +$8.39K +7 +700%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
EARNEST Partners
565
EARNEST Partners
Georgia
$8K – – –
LB
566
Legacy Bridge
Iowa
$8K – – –
QCG
567
Quadrant Capital Group
Ohio
$7K -$2.4K -2 -25%
PP
568
PrairieView Partners
Minnesota
$7K – – –
Bessemer Group
569
Bessemer Group
New Jersey
$6K – – –
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
SA
571
SRH Advisors
Kansas
$6K – – –
WBC
572
West Branch Capital
Massachusetts
$6K +$5.99K +5 New
ACA
573
Atlas Capital Advisors
Wyoming
$5.93K – – –
CFGS
574
Concourse Financial Group Securities
Alabama
$5K – – –
SL
575
Savior LLC
Massachusetts
$5K – – –