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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
IP
551
Isthmus Partners
Wisconsin
$340K
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$339K +$1.55K +1 +0.5%
AC
553
Avestar Capital
New York
$337K -$711K -458 -68%
DWP
554
Daymark Wealth Partners
Ohio
$334K +$31.1K +20 +10%
FFG
555
Fiduciary Financial Group
California
$333K +$321K +207 New
JWCA
556
J.W. Cole Advisors
Florida
$332K -$20.2K -13 -6%
PCM
557
Parsons Capital Management
Rhode Island
$331K
FFM
558
Forum Financial Management
Illinois
$331K +$1.55K +1 +0.5%
EWM
559
Evercore Wealth Management
New York
$329K
ECM
560
Evergreen Capital Management
Washington
$325K
ET
561
Equitable Trust
Tennessee
$325K -$4.66K -3 -1%
ACA
562
Aptus Capital Advisors
Alabama
$315K
FRA
563
Frank Rimerman Advisors
California
$315K +$311K +200 New
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$312K +$15.5K +10 +5%
CAM
565
Cresset Asset Management
Illinois
$310K +$6.21K +4 +2%
TDC
566
Thompson Davis & Co
Virginia
$309K +$304K +196 New
AWM
567
AE Wealth Management
Kansas
$306K +$51.2K +33 +20%
HWA
568
Heartwood Wealth Advisors
Virginia
$306K
LCWP
569
Legacy Capital Wealth Partners
Arkansas
$306K +$301K +194 New
MFAM
570
Motley Fool Asset Management
Virginia
$306K -$14K -9 -4%
Lido Advisors
571
Lido Advisors
California
$303K +$52.8K +34 +22%
AIM
572
Alhambra Investment Management
Florida
$303K +$66.8K +43 +29%
SL
573
Salomon & Ludwin
Virginia
$301K -$300K -193 -50%
GT
574
Greenleaf Trust
Michigan
$301K -$1.55K -1 -0.5%
IPW
575
Inlet Private Wealth
Florida
$301K