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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EA
601
Evolution Advisers
Virginia
$40K +$1.24K +1 +3%
BWL
602
Bogart Wealth LLC
Virginia
$39.5K – – –
OC
603
Oakworth Capital
Alabama
$38.2K -$3.71K -3 -9%
PTC
604
Private Trust Company
Ohio
$37K -$35.9K -29 -51%
FFA
605
Farther Finance Advisors
California
$36.9K +$34.6K +28 New
AWM
606
Avior Wealth Management
Nebraska
$35.6K – – –
USCWA
607
U.S. Capital Wealth Advisors
Texas
$32.9K +$30.9K +25 New
BTI
608
Blue Trust Inc
Georgia
$32K +$17.3K +14 +88%
DMBA
609
Deseret Mutual Benefit Administrators
Utah
$31.6K -$26K -21 -47%
LSA
610
Leonteq Securities AG
Switzerland
$30.3K – – –
BAM
611
Belpointe Asset Management
Nevada
$30.3K +$28.5K +23 New
GRP
612
Global Retirement Partners
California
$29K – – –
ZIG
613
Zullo Investment Group
Pennsylvania
$29K – – –
DAM
614
Delta Asset Management
Tennessee
$29K +$27.2K +22 New
FHA
615
First Horizon Advisors
Tennessee
$29K -$3.71K -3 -12%
CHC
616
City Holding Co
West Virginia
$27.2K – – –
NA
617
NewEdge Advisors
Louisiana
$27K +$244K +197 +68%
JWA
618
JFS Wealth Advisors
Pennsylvania
$22.4K +$1.24K +1 +6%
HS
619
Horan Securities
United States
$21.1K – – –
IRC
620
Investors Research Corp
Georgia
$21.1K – – –
POIA
621
Pin Oak Investment Advisors
Texas
$21K – – –
AssetMark Inc
622
AssetMark Inc
California
$19.8K – – –
GG
623
Gleason Group
Kentucky
$18.4K – – –
CP
624
Castleview Partners
Texas
$17.1K +$16.1K +13 New
VNA
625
Valley National Advisers
Pennsylvania
$16K – – –