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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
UM
601
UniSuper Management
Australia
$421K – – –
LCWP
602
Legacy Capital Wealth Partners
Arkansas
$421K +$4.06K +2 +0.9%
EPIME
603
Evelyn Partners Investment Management (Europe)
$417K – – –
SBFM
604
S-Bank Fund Management
Finland
$412K -$16.2K -8 -4%
CFG
605
Citizens Financial Group
Rhode Island
$412K -$244K -120 -36%
AWA
606
Arkadios Wealth Advisors
Georgia
$408K +$24.4K +12 +6%
GJWM
607
Gilliland Jeter Wealth Management
Arkansas
$406K – – –
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$404K -$44.6K -22 -9%
CCAM
609
Cascades Capital Asset Management
North Carolina
$404K – – –
SIM
610
Studio Investment Management
Illinois
$402K -$2.03K -1 -0.5%
NW
611
NewEdge Wealth
Pennsylvania
$400K -$89.3K -44 -17%
EWM
612
Evercore Wealth Management
New York
$389K – – –
FCM
613
FJ Capital Management
Virginia
$387K +$410K +202 New
HCA
614
Harbor Capital Advisors
Illinois
$385K +$408K +201 New
CCM
615
Canal Capital Management
Virginia
$383K – – –
CLA
616
Carnegie Lake Advisors
New Jersey
$383K – – –
SC
617
Saybrook Capital
North Carolina
$383K – – –
BCM
618
Bourgeon Capital Management
Connecticut
$383K +$406K +200 New
MFAM
619
Motley Fool Asset Management
Virginia
$381K -$4.06K -2 -1%
WWM
620
Western Wealth Management
Colorado
$381K +$404K +199 New
TG
621
TCW Group
California
$377K -$229K -113 -36%
EPW
622
Evolve Private Wealth
California
$377K -$10.1K -5 -2%
APW
623
Acima Private Wealth
Virginia
$373K – – –
ACM
624
Advisors Capital Management
New Jersey
$373K +$77.1K +38 +24%
HWA
625
Heartwood Wealth Advisors
Virginia
$371K -$4.06K -2 -1%
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