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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
651
Moloney Securities Asset Management
Missouri
$267K +$263K +143 New
WFG
652
Wills Financial Group
Virginia
$265K – – –
IC
653
Iconiq Capital
California
$265K +$31.3K +17 +14%
MW
654
MBL Wealth
North Carolina
$264K +$3.68K +2 +1%
AT
655
Arlington Trust
Alabama
$264K – – –
ASN
656
Advisory Services Network
Georgia
$262K -$640K -348 -71%
NQWM
657
Northwest Quadrant Wealth Management
Oregon
$262K -$20.2K -11 -7%
QC
658
Quadrature Capital
United Kingdom
$260K +$256K +139 New
SWM
659
Silverlake Wealth Management
Vermont
$258K – – –
BFG
660
Beacon Financial Group
Texas
$254K +$1.84K +1 +0.7%
BRWA
661
B. Riley Wealth Advisors
Florida
$254K +$250K +136 New
BAM
662
Berkshire Asset Management
Pennsylvania
$254K +$248K +135 New
PAS
663
Park Avenue Securities
New York
$245K -$31.3K -17 -11%
MMCM
664
Murphy & Mullick Capital Management
New York
$245K – – –
HSA
665
HBK Sorce Advisory
Pennsylvania
$245K +$241K +131 New
FFA
666
Farther Finance Advisors
California
$244K -$5.52K -3 -2%
SFG
667
SNS Financial Group
Minnesota
$243K +$5.52K +3 +2%
GL
668
Graypoint LLC
New York
$243K -$1.84K -1 -0.8%
TAM
669
Tucker Asset Management
Colorado
$243K – – –
BFM
670
Boothbay Fund Management
New York
$241K +$237K +129 New
FHA
671
Flagship Harbor Advisors
Massachusetts
$241K +$1.84K +1 +0.8%
CI
672
Cigna Investments
Connecticut
$241K -$5.52K -3 -2%
CCA
673
Checchi Capital Advisers
California
$239K +$12.9K +7 +6%
IA
674
IFG Advisory
Georgia
$237K – – –
GAG
675
GM Advisory Group
New York
$236K – – –