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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
576
HighPoint Advisor Group
Illinois
$233K +$218K +154 New
ETIA
577
Epic Trust Investment Advisors
Washington
$230K -$5.67K -4 -2%
DCM
578
Dimension Capital Management
Florida
$230K
Lido Advisors
579
Lido Advisors
California
$225K -$75.2K -53 -25%
SWP
580
Stratos Wealth Partners
Ohio
$224K
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$223K +$66.7K +47 +43%
SAM
582
Smartleaf Asset Management
Massachusetts
$223K +$224K +158 New
CCM
583
Canal Capital Management
Virginia
$223K -$194K -137 -47%
WFG
584
Wills Financial Group
Virginia
$223K
LCWP
585
Legacy Capital Wealth Partners
Arkansas
$222K +$22.7K +16 +11%
MFS
586
Mirabella Financial Services
United Kingdom
$220K +$220K +155 New
BBNA
587
Bremer Bank National Association
Minnesota
$220K
SS
588
Sunbelt Securities
Texas
$220K -$58.2K -41 -21%
MW
589
Marcum Wealth
Ohio
$217K -$5.67K -4 -3%
IPW
590
Impact Partnership Wealth
Georgia
$217K +$217K +153 New
S
591
SignatureFD
Georgia
$214K +$9.93K +7 +5%
SCA
592
Sage Capital Advisors
South Dakota
$213K +$213K +150 New
HWM
593
HB Wealth Management
Georgia
$210K -$21.3K -15 -9%
CFA
594
CWS Financial Advisors
Michigan
$210K
EF
595
Empowered Funds
Pennsylvania
$210K +$210K +148 New
TIAA Trust, National Association
596
TIAA Trust, National Association
North Carolina
$207K +$5.67K +4 +3%
TFS
597
Thoroughbred Financial Services
Tennessee
$204K
KIC
598
Keating Investment Counselors
Florida
$203K -$116K -82 -36%
CCA
599
Checchi Capital Advisers
California
$203K -$1.42K -1 -0.7%
AT
600
Arlington Trust
Alabama
$202K +$184K +130 +1,083%