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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
601
Legacy Capital Wealth Partners
Arkansas
$421K +$4.06K +2 +0.9%
EPIME
602
Evelyn Partners Investment Management (Europe)
$417K – – –
SBFM
603
S-Bank Fund Management
Finland
$412K -$16.2K -8 -4%
CFG
604
Citizens Financial Group
Rhode Island
$412K -$244K -120 -36%
AWA
605
Arkadios Wealth Advisors
Georgia
$408K +$24.4K +12 +6%
GJWM
606
Gilliland Jeter Wealth Management
Arkansas
$406K – – –
BTWM
607
Baker Tilly Wealth Management
Wisconsin
$404K -$44.6K -22 -9%
CCAM
608
Cascades Capital Asset Management
North Carolina
$404K – – –
SIM
609
Studio Investment Management
Illinois
$402K -$2.03K -1 -0.5%
NW
610
NewEdge Wealth
Pennsylvania
$400K -$89.3K -44 -17%
EWM
611
Evercore Wealth Management
New York
$389K – – –
FCM
612
FJ Capital Management
Virginia
$387K +$410K +202 New
HCA
613
Harbor Capital Advisors
Illinois
$385K +$408K +201 New
CCM
614
Canal Capital Management
Virginia
$383K – – –
CLA
615
Carnegie Lake Advisors
New Jersey
$383K – – –
SC
616
Saybrook Capital
North Carolina
$383K – – –
BCM
617
Bourgeon Capital Management
Connecticut
$383K +$406K +200 New
MFAM
618
Motley Fool Asset Management
Virginia
$381K -$4.06K -2 -1%
WWM
619
Western Wealth Management
Colorado
$381K +$404K +199 New
TG
620
TCW Group
California
$377K -$229K -113 -36%
EPW
621
Evolve Private Wealth
California
$377K -$10.1K -5 -2%
APW
622
Acima Private Wealth
Virginia
$373K – – –
ACM
623
Advisors Capital Management
New Jersey
$373K +$77.1K +38 +24%
HWA
624
Heartwood Wealth Advisors
Virginia
$371K -$4.06K -2 -1%
FGWP
625
Founders Grove Wealth Partners
Virginia
$369K -$2.03K -1 -0.5%
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