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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
576
Inlet Private Wealth
Florida
$490K -$104K -51 -17%
FFM
577
Flagstone Financial Management
Nebraska
$486K – – –
DWM
578
Destination Wealth Management
California
$479K – – –
NFGCM
579
Norman Fields Gottscho Capital Management
New York
$479K – – –
TNBTD
580
Trustmark National Bank Trust Department
Mississippi
$479K – – –
QI
581
Qtron Investments
Massachusetts
$477K – – –
IAA
582
Independent Advisor Alliance
North Carolina
$473K -$28.4K -14 -5%
PCM
583
Parsons Capital Management
Rhode Island
$465K +$24.4K +12 +5%
BAM
584
Berkshire Asset Management
Pennsylvania
$457K – – –
ECM
585
Elgethun Capital Management
South Dakota
$456K – – –
MGIA
586
Moneta Group Investment Advisors
Missouri
$452K +$239K +118 +100%
HHGC
587
Hunting Hill Global Capital
New York
$450K -$522K -257 -52%
ACG
588
Allen Capital Group
Nebraska
$450K -$93.4K -46 -16%
SG
589
StoneX Group
New York
$450K +$187K +92 +64%
AIM
590
Anchor Investment Management
South Carolina
$444K – – –
CAM
591
Cresset Asset Management
Illinois
$444K – – –
DWM
592
Dakota Wealth Management
Florida
$442K -$12.2K -6 -3%
SI
593
Stephens Inc
Arkansas
$442K +$48.7K +24 +12%
RYIA
594
Roehl & Yi Investment Advisors
Oregon
$438K -$67K -33 -13%
IWC
595
Integrated Wealth Concepts
Massachusetts
$437K +$201K +99 +77%
VI
596
Vestcor Inc
New Brunswick, Canada
$434K – – –
DA
597
Dover Advisors
Virginia
$433K -$4.06K -2 -0.9%
BRG
598
Bay Rivers Group
Virginia
$431K -$40.6K -20 -8%
WANY
599
Wealthspire Advisors (New York)
New York
$427K -$54.8K -27 -11%
UM
600
UniSuper Management
Australia
$421K – – –
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