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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Avior Wealth Management
Nebraska
$38.3K
GRP
652
Global Retirement Partners
California
$37.2K +$4.26K +3 +13%
CA
653
Clearstead Advisors
Ohio
$35.5K -$35.5K -25 -50%
WBC
654
Westpac Banking Corp
Australia
$31.2K
RFG
655
RFP Financial Group
Georgia
$31.2K +$31.2K +22 New
BTI
656
Blue Trust Inc
Georgia
$31K +$17K +12 +133%
GI
657
GAMMA Investing
California
$29.9K +$28.4K +20 New
PTC
658
Private Trust Company
Ohio
$29.8K -$9.93K -7 -25%
ADL
659
Asset Dedication LLC
California
$26K
JWA
660
JFS Wealth Advisors
Pennsylvania
$25.6K
DMBA
661
Deseret Mutual Benefit Administrators
Utah
$25.6K -$7.09K -5 -22%
MCM
662
MidAtlantic Capital Management
Virginia
$24.1K +$24.1K +17 New
POIA
663
Pin Oak Investment Advisors
Texas
$23K
DWA
664
Dougherty Wealth Advisers
Minnesota
$22.7K
IRC
665
Investors Research Corp
Georgia
$22.7K
BWM
666
BKM Wealth Management
Wisconsin
$22.7K +$22.7K +16 New
AssetMark Inc
667
AssetMark Inc
California
$21.3K
BGAI
668
Bruce G. Allen Investments
Colorado
$21.3K +$21.3K +15 New
SIS
669
Strategic Investment Solutions
Illinois
$21.3K -$1.32M -930 -98%
MVIP
670
Mar Vista Investment Partners
California
$19.9K -$66.8M -47,091 -100%
SOW
671
State of Wyoming
Wyoming
$18.5K -$170K -120 -90%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$18.5K -$17K -12 -48%
SIC
673
SJS Investment Consulting
Ohio
$18.5K +$14.2K +10 +333%
VNA
674
Valley National Advisers
Pennsylvania
$18K +$1.42K +1 +8%
SN
675
Sittner & Nelson
Oregon
$17K