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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Strategic Asset Management
Minnesota
$5K +$5.49K +4 New
PFA
627
Professional Financial Advisors
Nebraska
$4K – – –
WT
628
Washington Trust
Rhode Island
$4K – – –
CFGS
629
Concourse Financial Group Securities
Alabama
$3K -$1.37K -1 -33%
BAM
630
Bellevue Asset Management
Washington
$3K – – –
CWP
631
Concord Wealth Partners
Virginia
$3K – – –
DI
632
Disciplined Investments
Oklahoma
$3K – – –
MFC
633
Mechanics Financial Corp
Ohio
$3K – – –
ZB
634
Zions Bancorporation
Utah
$3K – – –
AWM
635
Avior Wealth Management
Nebraska
$2K – – –
HFS
636
Heritage Financial Services
Massachusetts
$2K +$2.74K +2 New
RWM
637
Raffa Wealth Management
District of Columbia
$1.29K – – –
JWM
638
Janiczek Wealth Management
Colorado
$1K – – –
VCM
639
Versant Capital Management
Arizona
$1K – – –
CA
640
CoreCap Advisors
Michigan
$1K +$1.37K +1 New
PFBT
641
Parkside Financial Bank & Trust
Missouri
$1K +$1.37K +1 New
BAMF
642
BI Asset Management Fondsmaeglerselskab
Denmark
– -$13.7M -9,255 Closed
PI
643
PineBridge Investments
New York
– -$10.4M -7,062 Closed
QCMNJ
644
Quantum Capital Management (New Jersey)
New Jersey
– -$9.92M -6,724 Closed
Holocene Advisors
645
Holocene Advisors
New York
– -$8.46M -5,736 Closed
HF
646
HRT Financial
New York
– -$6.78M -4,597 Closed
E
647
Ergoteles
New York
– -$4.06M -2,750 Closed
Wealth Enhancement Advisory Services
648
Wealth Enhancement Advisory Services
Minnesota
– -$4.04M -2,739 Closed
WAM
649
Weiss Asset Management
Massachusetts
– -$1.93M -1,307 Closed
GC
650
Guggenheim Capital
Illinois
– -$1.18M -801 Closed