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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
651
Lumature Wealth Partners
Georgia
$6.59K – – –
SWA
652
SOA Wealth Advisors
New York
$6.59K – – –
WBC
653
West Branch Capital
Massachusetts
$6.59K – – –
BCWM
654
Bartlett & Co Wealth Management
Ohio
$6.59K +$1.24K +1 +25%
BIA
655
Bell Investment Advisors
California
$6.59K +$1.24K +1 +25%
SC
656
Schubert & Co
Texas
$6.59K +$2.47K +2 +67%
IFAM
657
Institutional & Family Asset Management
Colorado
$6.59K +$6.18K +5 New
LFG
658
Larson Financial Group
Missouri
$5.27K +$4.95K +4 New
VCM
659
Vigilant Capital Management
Maine
$5K – – –
WT
660
Washington Trust
Rhode Island
$3.95K – – –
MFC
661
Mechanics Financial Corp
Ohio
$3K – – –
DI
662
Disciplined Investments
Oklahoma
$2.63K – – –
SIC
663
SJS Investment Consulting
Ohio
$2.63K – – –
TFA
664
Toth Financial Advisory
Virginia
$2.63K – – –
ZB
665
Zions Bancorporation
Utah
$2.63K – – –
CWP
666
Concord Wealth Partners
Virginia
$2.63K +$2.47K +2 New
LSA
667
Lansing Street Advisors
Pennsylvania
$2.63K +$2.47K +2 New
RBC
668
Romano Brothers & Co
Illinois
$2.63K +$2.47K +2 New
Allspring Global Investments
669
Allspring Global Investments
North Carolina
$2.63K -$2.47K -2 -50%
CFGS
670
Concourse Financial Group Securities
Alabama
$2.63K – – –
BAM
671
Bellevue Asset Management
Washington
$2.62K – – –
RWM
672
Raffa Wealth Management
District of Columbia
$1.32K – – –
VCM
673
Versant Capital Management
Arizona
$1.32K – – –
TWA
674
TCI Wealth Advisors
Arizona
$1.32K +$1.24K +1 New
Point72 Asset Management
675
Point72 Asset Management
Connecticut
– -$27.1M -24,969 Closed