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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
601
Carolinas Wealth Consulting
North Carolina
$9K – – –
SOW
602
State of Wyoming
Wyoming
$9K +$1.22K +1 +14%
DFCM
603
Dark Forest Capital Management
Puerto Rico
$9K +$9.76K +8 New
UB
604
UMB Bank
Missouri
$8K -$32.9K -27 -79%
BWM
605
BerganKDV Wealth Management
Minnesota
$8K – – –
EARNEST Partners
606
EARNEST Partners
Georgia
$8K – – –
LB
607
Legacy Bridge
Iowa
$8K – – –
Jones Financial Companies
608
Jones Financial Companies
Missouri
$7K -$2.44K -2 -25%
MCC
609
Money Concepts Capital
Florida
$7K – – –
PP
610
Pacifica Partners
Canada
$7K +$7.32K +6 New
Bessemer Group
611
Bessemer Group
New Jersey
$5K -$2.44K -2 -29%
LWP
612
Lumature Wealth Partners
Georgia
$5K – – –
SWA
613
SOA Wealth Advisors
New York
$5K – – –
SA
614
SRH Advisors
Kansas
$5K – – –
WBC
615
West Branch Capital
Massachusetts
$5K – – –
Kayne Anderson Rudnick Investment Management
616
Kayne Anderson Rudnick Investment Management
California
$5K +$6.1K +5 New
ACM
617
Absolute Capital Management
Pennsylvania
$4.37K +$4.88K +4 New
BCWM
618
Bartlett & Co Wealth Management
Ohio
$4.34K -$7.32K -6 -60%
Allspring Global Investments
619
Allspring Global Investments
North Carolina
$4K -$537K -440 -99%
BC
620
Bartlett & Co
Ohio
$4K -$7.32K -6 -60%
BIA
621
Bell Investment Advisors
California
$4K -$2.44K -2 -33%
VCM
622
Vigilant Capital Management
Maine
$4K -$1.22K -1 -20%
SC
623
Schubert & Co
Texas
$3K -$6.1K -5 -63%
PFA
624
Professional Financial Advisors
Nebraska
$3K – – –
WT
625
Washington Trust
Rhode Island
$3K – – –