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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
551
Dark Forest Capital Management
Puerto Rico
$14K +$14.8K +12 New
ATC
552
Adirondack Trust Company
New York
$13K – – –
DAM
553
Delta Asset Management
Tennessee
$13K – – –
TFM
554
TFC Financial Management
Massachusetts
$13K – – –
GI
555
Gradient Investments
Minnesota
$12K – – –
JCM
556
Jacobi Capital Management
Pennsylvania
$12K – – –
ACA
557
Atlas Capital Advisors
Wyoming
$12K +$6.17K +5 +100%
SOW
558
State of Wyoming
Wyoming
$11K -$4.93K -4 -31%
MHR
559
Matthew Hamilton Rosenberg
$11K – – –
BWM
560
BerganKDV Wealth Management
Minnesota
$11K +$8.63K +7 +350%
FA
561
Fortis Advisors
Pennsylvania
$11K +$11.1K +9 New
CWC
562
Carolinas Wealth Consulting
North Carolina
$10K – – –
EI
563
Ellevest Inc
New York
$10K – – –
WQ
564
Wealth Quarterback
New Jersey
$10K – – –
Koshinski Asset Management
565
Koshinski Asset Management
Illinois
$8.37K +$8.63K +7 New
CAGAS
566
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
EARNEST Partners
567
EARNEST Partners
Georgia
$8K – – –
LB
568
Legacy Bridge
Iowa
$8K – – –
GPA
569
Guidance Point Advisors
Massachusetts
$8K +$8.63K +7 New
PP
570
PrairieView Partners
Minnesota
$7K – – –
QCG
571
Quadrant Capital Group
Ohio
$7K – – –
NWM
572
Navigation Wealth Management
Colorado
$7K +$6.17K +5 New
TAM
573
Tucker Asset Management
Colorado
$6.57K +$6.17K +5 New
SA
574
SRH Advisors
Kansas
$6K – – –
WBC
575
West Branch Capital
Massachusetts
$6K – – –