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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Aquire Wealth Advisors
Utah
$56K +$56.8K +45 New
GWM
552
Geneos Wealth Management
Colorado
$55K – – –
BDWM
553
Brewin Dolphin Wealth Management
Ireland
$49K – – –
CHA
554
Carmichael Hill & Associates
Maryland
$49K – – –
CBT
555
Central Bank & Trust
Kentucky
$49K – – –
DA
556
Denali Advisors
California
$49K +$50.5K +40 New
CFN
557
Cordasco Financial Network
Florida
$48K – – –
APA
558
American Portfolios Advisors
New York
$43.2K +$25.2K +20 +133%
PB
559
Pinnacle Bancorp
Nebraska
$43K – – –
SBL
560
Sargent Bickham Lagudis
Colorado
$43K – – –
FHA
561
First Horizon Advisors
Tennessee
$42K – – –
NSIM
562
North Star Investment Management
Illinois
$42K – – –
UB
563
UMB Bank
Missouri
$42K +$42.9K +34 New
CB
564
Community Bank
New York
$41K -$84.5K -67 -67%
LWA
565
Lenox Wealth Advisors
New York
$39K – – –
OC
566
Oakworth Capital
Alabama
$39K – – –
MCA
567
Maryland Capital Advisors
Maryland
$39K +$40.4K +32 New
WTA
568
Washington Trust Advisors
Massachusetts
$39K +$40.4K +32 New
DWA
569
Dougherty Wealth Advisers
Minnesota
$38K – – –
GI
570
Gradient Investments
Minnesota
$37K +$25.2K +20 +200%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$37K +$37.9K +30 New
C
572
Covestor
United Kingdom
$37K +$37.9K +30 New
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$33.3K +$25.2K +20 +286%
PCG
574
Private Capital Group
Connecticut
$33K – – –
TWM
575
Tradition Wealth Management
Minnesota
$30K – – –