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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$12.9K +$13.7K +10 New
MHR
602
Matthew Hamilton Rosenberg
$12K
BTI
603
Blue Trust Inc
Georgia
$12K +$11K +8 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$12K +$12.3K +9 New
CWC
605
Carolinas Wealth Consulting
North Carolina
$10K
Jones Financial Companies
606
Jones Financial Companies
Missouri
$10K
SC
607
Schubert & Co
Texas
$10K +$4.12K +3 +60%
TWA
608
TCI Wealth Advisors
Arizona
$10K +$11K +8 New
SOW
609
State of Wyoming
Wyoming
$9K -$2.74K -2 -22%
BWM
610
BerganKDV Wealth Management
Minnesota
$9K
EARNEST Partners
611
EARNEST Partners
Georgia
$9K
LB
612
Legacy Bridge
Iowa
$9K
Bessemer Group
613
Bessemer Group
New Jersey
$9K +$2.74K +2 +40%
MCC
614
Money Concepts Capital
Florida
$8K
PP
615
PrairieView Partners
Minnesota
$8K
BIA
616
Bell Investment Advisors
California
$8K +$8.23K +6 New
TAM
617
Tucker Asset Management
Colorado
$6.47K
LWP
618
Lumature Wealth Partners
Georgia
$6K
SWA
619
SOA Wealth Advisors
New York
$6K
SA
620
SRH Advisors
Kansas
$6K
VCM
621
Vigilant Capital Management
Maine
$6K
WBC
622
West Branch Capital
Massachusetts
$6K
TCWM
623
Total Clarity Wealth Management
Illinois
$6K +$6.86K +5 New
AS
624
Altshuler Shaham
Israel
$5K +$5.49K +4 New
SFG
625
Steward Financial Group
Texas
$5K +$5.49K +4 New