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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
Bank of Montreal
637
Bank of Montreal
Ontario, Canada
$1.39K +$78.2K +57 +6%
RWM
638
Raffa Wealth Management
District of Columbia
$1.29K
JWM
639
Janiczek Wealth Management
Colorado
$1K
VCM
640
Versant Capital Management
Arizona
$1K
CA
641
CoreCap Advisors
Michigan
$1K +$1.37K +1 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$1K +$1.37K +1 New
BAMF
643
BI Asset Management Fondsmaeglerselskab
Denmark
-$13.7M -9,255 Closed
PI
644
PineBridge Investments
New York
-$10.4M -7,062 Closed
QCMNJ
645
Quantum Capital Management (New Jersey)
New Jersey
-$9.92M -6,724 Closed
Holocene Advisors
646
Holocene Advisors
New York
-$8.46M -5,736 Closed
HF
647
HRT Financial
New York
-$6.78M -4,597 Closed
E
648
Ergoteles
New York
-$4.06M -2,750 Closed
Wealth Enhancement Advisory Services
649
Wealth Enhancement Advisory Services
Minnesota
-$4.04M -2,739 Closed
WAM
650
Weiss Asset Management
Massachusetts
-$1.93M -1,307 Closed