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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
651
Bogart Wealth LLC
Virginia
$59.3K
GAA
652
Global Assets Advisory
Florida
$58K +$128M +87,509 New
GI
653
GAMMA Investing
California
$57.8K +$26.4K +18 +90%
MCA
654
Maryland Capital Advisors
Maryland
$48.7K
RWM
655
Raffa Wealth Management
District of Columbia
$48.7K +$45.5K +31 +3,100%
DA
656
Denali Advisors
California
$45.6K -$1.47K -1 -3%
PCMC
657
Planning Capital Management Corporation
Pennsylvania
$42.6K
DAM
658
Delta Asset Management
Tennessee
$42.6K
OC
659
Oakworth Capital
Alabama
$42.6K
CA
660
Clearstead Advisors
Ohio
$40.9K
GRP
661
Global Retirement Partners
California
$39.6K
RFG
662
RFP Financial Group
Georgia
$33.5K
BTI
663
Blue Trust Inc
Georgia
$33.5K +$1.47K +1 +5%
PTC
664
Private Trust Company
Ohio
$32K
DMBA
665
Deseret Mutual Benefit Administrators
Utah
$27.4K
JWA
666
JFS Wealth Advisors
Pennsylvania
$27.4K
MCM
667
MidAtlantic Capital Management
Virginia
$25.9K
IRC
668
Investors Research Corp
Georgia
$24.3K
QL
669
Quarry LP
New York
$24.3K +$23.5K +16 New
POIA
670
Pin Oak Investment Advisors
Texas
$24K
AssetMark Inc
671
AssetMark Inc
California
$22.8K
SOW
672
State of Wyoming
Wyoming
$22.8K +$2.93K +2 +15%
SIC
673
SJS Investment Consulting
Ohio
$19.8K
PWMG
674
Private Wealth Management Group
New Jersey
$19.8K +$1.47K +1 +8%
BGAI
675
Bruce G. Allen Investments
Colorado
$19.8K -$2.93K -2 -13%