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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$27K +$14.6K +12 +120%
LSA
577
Leonteq Securities AG
Switzerland
$24.9K +$28.1K +23 New
HIIFS
578
Harel Insurance Investments & Financial Services
Israel
$24K – – –
ZIG
579
Zullo Investment Group
Pennsylvania
$24K +$2.44K +2 +10%
PFBT
580
Parkside Financial Bank & Trust
Missouri
$22K +$23.2K +19 +1,900%
BTI
581
Blue Trust Inc
Georgia
$21K +$9.76K +8 +100%
EI
582
Ellevest Inc
New York
$18K +$20.7K +17 New
JWA
583
JFS Wealth Advisors
Pennsylvania
$17K -$7.32K -6 -27%
HS
584
Horan Securities
United States
$17K -$4.88K -4 -20%
IRC
585
Investors Research Corp
Georgia
$17K – – –
POIA
586
Pin Oak Investment Advisors
Texas
$17K – – –
AssetMark Inc
587
AssetMark Inc
California
$16K -$6.1K -5 -25%
MA
588
MUFG Americas
New York
$16K +$18.3K +15 New
GG
589
Gleason Group
Kentucky
$15K +$17.1K +14 New
VNA
590
Valley National Advisers
Pennsylvania
$14K – – –
SN
591
Sittner & Nelson
Oregon
$13K – – –
TFM
592
TFC Financial Management
Massachusetts
$12K – – –
ADL
593
Asset Dedication LLC
California
$12K +$13.4K +11 New
LS
594
Livforsakringsbolaget Skandia
Sweden
$11K -$61K -50 -83%
ATC
595
Adirondack Trust Company
New York
$11K – – –
BSB
596
Bangor Savings Bank
Maine
$11K – – –
ACA
597
Atlas Capital Advisors
Wyoming
$10.8K +$12.2K +10 New
FA
598
Fortis Advisors
Pennsylvania
$10K -$6.1K -5 -36%
MHR
599
Matthew Hamilton Rosenberg
$10K – – –
PMFA
600
Plante Moran Financial Advisors
Michigan
$10K – – –