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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
576
Concourse Financial Group Securities
Alabama
$6K +$1.23K +1 +25%
LWP
577
Lumature Wealth Partners
Georgia
$6K +$6.17K +5 New
VCM
578
Vigilant Capital Management
Maine
$6K +$6.17K +5 New
BIA
579
Bell Investment Advisors
California
$5K +$4.93K +4 New
SWA
580
SOA Wealth Advisors
New York
$5K +$6.17K +5 New
PFA
581
Professional Financial Advisors
Nebraska
$4K – – –
WT
582
Washington Trust
Rhode Island
$4K – – –
WTC
583
WhitTier Trust Company
Nevada
$4K – – –
IWA
584
IBEX Wealth Advisors
New Jersey
$3K +$2.47K +2 New
AWM
585
Avior Wealth Management
Nebraska
$2K – – –
BAM
586
Bellevue Asset Management
Washington
$2K – – –
CWP
587
Concord Wealth Partners
Virginia
$2K – – –
ZB
588
Zions Bancorporation
Utah
$2K – – –
RWM
589
Raffa Wealth Management
District of Columbia
$1.2K – – –
CWA
590
Clearview Wealth Advisors
Oregon
$1K – – –
VCM
591
Versant Capital Management
Arizona
$1K – – –
GKWIM
592
Gerber Kawasaki Wealth & Investment Management
California
$1K +$1.23K +1 New
JWM
593
Janiczek Wealth Management
Colorado
$1K +$1.23K +1 New
ACM
594
AKRE Capital Management
Virginia
– -$16.2M -13,623 Closed
Select Equity Group
595
Select Equity Group
New York
– -$14.6M -12,333 Closed
Arrowstreet Capital
596
Arrowstreet Capital
Massachusetts
– -$12.2M -10,295 Closed
JAM
597
Jupiter Asset Management
United Kingdom
– -$5.21M -4,389 Closed
AW
598
ACG Wealth
Georgia
– -$5.19M -4,376 Closed
Renaissance Technologies
599
Renaissance Technologies
New York
– -$5.1M -4,301 Closed
PFMOSF
600
Philadelphia Financial Management of San Francisco
California
– -$4.72M -3,975 Closed