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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
551
TFC Financial Management
Massachusetts
$13K
GI
552
Gradient Investments
Minnesota
$12K
JCM
553
Jacobi Capital Management
Pennsylvania
$12K
ACA
554
Atlas Capital Advisors
Wyoming
$12K +$6.17K +5 +100%
SOW
555
State of Wyoming
Wyoming
$11K -$4.93K -4 -31%
MHR
556
Matthew Hamilton Rosenberg
$11K
BWM
557
BerganKDV Wealth Management
Minnesota
$11K +$8.63K +7 +350%
FA
558
Fortis Advisors
Pennsylvania
$11K +$11.1K +9 New
CWC
559
Carolinas Wealth Consulting
North Carolina
$10K
EI
560
Ellevest Inc
New York
$10K
WQ
561
Wealth Quarterback
New Jersey
$10K
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$8.37K +$8.63K +7 New
CAGAS
563
Capital Advisory Group Advisory Services
Minnesota
$8K
EARNEST Partners
564
EARNEST Partners
Georgia
$8K
LB
565
Legacy Bridge
Iowa
$8K
GPA
566
Guidance Point Advisors
Massachusetts
$8K +$8.63K +7 New
PP
567
PrairieView Partners
Minnesota
$7K
QCG
568
Quadrant Capital Group
Ohio
$7K
NWM
569
Navigation Wealth Management
Colorado
$7K +$6.17K +5 New
TAM
570
Tucker Asset Management
Colorado
$6.57K +$6.17K +5 New
SA
571
SRH Advisors
Kansas
$6K
WBC
572
West Branch Capital
Massachusetts
$6K
CFGS
573
Concourse Financial Group Securities
Alabama
$6K +$1.23K +1 +25%
LWP
574
Lumature Wealth Partners
Georgia
$6K +$6.17K +5 New
VCM
575
Vigilant Capital Management
Maine
$6K +$6.17K +5 New