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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
576
Bleakley Financial Group
New Jersey
$254K -$24.9K -17 -9%
SW
577
Simplicity Wealth
New Jersey
$254K +$245K +167 New
WWC
578
Waypoint Wealth Counsel
Georgia
$253K -$66K -45 -21%
EIA
579
Edgemoor Investment Advisors
Maryland
$253K
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$250K +$240K +164 New
TRCT
581
Tower Research Capital (TRC)
New York
$248K -$246K -168 -51%
DCM
582
Dimension Capital Management
Florida
$246K
AWM
583
AE Wealth Management
Kansas
$245K -$370K -252 -61%
SW
584
SVB Wealth
Massachusetts
$242K -$14.7K -10 -6%
Lido Advisors
585
Lido Advisors
California
$241K -$1.47K -1 -0.6%
WFG
586
Wills Financial Group
Virginia
$239K
SA
587
SpiderRock Advisors
Delaware
$239K +$232K +158 New
BBNA
588
Bremer Bank National Association
Minnesota
$236K
SS
589
Sunbelt Securities
Texas
$233K -$2.93K -2 -1%
AWS
590
Atria Wealth Solutions
New York
$233K +$224K +153 New
MW
591
Marcum Wealth
Ohio
$230K -$2.93K -2 -1%
S
592
SignatureFD
Georgia
$230K
AIM
593
Alhambra Investment Management
Florida
$227K +$218K +149 New
AWP
594
Accretive Wealth Partners
New Jersey
$226K +$210K +143 New
SIA
595
Schechter Investment Advisors
Michigan
$224K +$216K +147 New
CIAS
596
Capital Investment Advisory Services
North Carolina
$221K -$36.7K -25 -15%
TFS
597
Thoroughbred Financial Services
Tennessee
$219K
CI
598
Cigna Investments
Connecticut
$215K +$207K +141 New
CGH
599
Crossmark Global Holdings
Texas
$215K +$207K +141 New
AT
600
Arlington Trust
Alabama
$215K -$1.47K -1 -0.7%