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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Silverlake Wealth Management
Vermont
$238K – – –
BBHC
652
Brown Brothers Harriman & Co
New York
$238K +$19.9K +12 +10%
BJL
653
Brighton Jones LLC
Washington
$236K +$227K +137 New
AF
654
Allworth Financial
California
$236K – – –
CPA
655
Cathy Pareto & Associates
Florida
$235K +$226K +136 New
BFG
656
Beacon Financial Group
Texas
$233K – – –
SWP
657
Sagespring Wealth Partners
Tennessee
$233K +$224K +135 New
FFA
658
Farther Finance Advisors
California
$231K +$69.7K +42 +46%
SG
659
StoneX Group
New York
$231K +$222K +134 New
CI
660
Cigna Investments
Connecticut
$228K – – –
SIA
661
Schechter Investment Advisors
Michigan
$228K -$23.2K -14 -10%
GL
662
Graypoint LLC
New York
$226K +$1.66K +1 +0.8%
MMCM
663
Murphy & Mullick Capital Management
New York
$226K +$217K +131 New
Two Sigma Advisers
664
Two Sigma Advisers
New York
$224K -$830K -500 -79%
TAM
665
Tucker Asset Management
Colorado
$224K – – –
FHA
666
Flagship Harbor Advisors
Massachusetts
$221K +$212K +128 New
EC
667
EntryPoint Capital
New York
$221K +$212K +128 New
SFG
668
SNS Financial Group
Minnesota
$219K -$4.98K -3 -2%
IA
669
IFG Advisory
Georgia
$219K +$211K +127 New
MFG
670
Merit Financial Group
Georgia
$219K +$211K +127 New
GAG
671
GM Advisory Group
New York
$218K +$209K +126 New
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$216K – – –
IC
673
Iconiq Capital
California
$216K +$207K +125 New
APA
674
Astoria Portfolio Advisors
New York
$215K +$207K +125 New
PAW
675
Plan A Wealth
Nebraska
$214K +$206K +124 New