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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
576
Heartwood Wealth Advisors
Virginia
$304K – – –
I
577
InceptionR
California
$304K +$304K +194 New
CIA
578
Choate Investment Advisors
Massachusetts
$301K +$301K +192 New
IPW
579
Inlet Private Wealth
Florida
$300K – – –
SL
580
Salomon & Ludwin
Virginia
$300K – – –
SFI
581
Siemens Fonds Invest
Germany
$298K +$185K +118 +39%
JHCP
582
Jackson Hole Capital Partners
Oklahoma
$298K – – –
HCM
583
Howland Capital Management
Massachusetts
$296K – – –
TRCT
584
Tower Research Capital (TRC)
New York
$295K -$138K -88 -32%
QI
585
Qtron Investments
Massachusetts
$295K – – –
TIA
586
Traphagen Investment Advisors
New Jersey
$295K – – –
BMCM
587
Burns Matteson Capital Management
New York
$295K +$294K +188 New
RCM
588
RMR Capital Management
California
$292K – – –
FCP
589
Fidelis Capital Partners
Florida
$290K -$11K -7 -4%
CAAS
590
Capital Asset Advisory Services
Michigan
$287K – – –
ATI
591
Act Two Investors
California
$285K – – –
SEC
592
Seven Eight Capital
New York
$284K +$283K +181 New
LFAS
593
Level Four Advisory Services
Texas
$284K +$79.8K +51 +38%
WWM
594
Western Wealth Management
Colorado
$282K +$282K +180 New
EWM
595
Empirical Wealth Management
Washington
$281K – – –
MFAM
596
Motley Fool Asset Management
Virginia
$278K -$26.6K -17 -9%
MW
597
Marcum Wealth
Ohio
$278K +$18.8K +12 +7%
SCA
598
Snowden Capital Advisors
New York
$276K +$1.56K +1 +0.6%
AIS
599
AM Investment Strategies
Tennessee
$275K – – –
PCG
600
Prosperity Consulting Group
Maryland
$273K +$272K +174 New
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