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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
651
Tower Research Capital (TRC)
New York
$270K +$127K +65 +86%
NQWM
652
Northwest Quadrant Wealth Management
Oregon
$268K
SWP
653
Sagespring Wealth Partners
Tennessee
$265K
APA
654
Astoria Portfolio Advisors
New York
$264K +$19.6K +10 +8%
BTI
655
Blue Trust Inc
Georgia
$262K +$27.4K +14 +11%
BFG
656
Beacon Financial Group
Texas
$260K
SG
657
StoneX Group
New York
$254K
SWGC
658
Summit Wealth Group (Colorado)
Colorado
$252K +$1.34M +684 New
CPA
659
Cathy Pareto & Associates
Florida
$250K
MMCM
660
Murphy & Mullick Capital Management
New York
$250K
DIA
661
Dana Investment Advisors
Wisconsin
$250K +$257K +131 New
GSC
662
Ground Swell Capital
South Carolina
$250K +$257K +131 New
JSW
663
Journey Strategic Wealth
New Jersey
$248K -$114K -58 -31%
TAM
664
Tucker Asset Management
Colorado
$248K
AWM
665
Atticus Wealth Management
Florida
$247K +$118K +60 +87%
HI
666
Harbour Investments
Wisconsin
$245K -$294K -150 -54%
AWA
667
Arkadios Wealth Advisors
Georgia
$243K +$37.2K +19 +18%
GAG
668
GM Advisory Group
New York
$241K
WPC
669
Wedmont Private Capital
Pennsylvania
$240K +$19.6K +10 +9%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$239K
CCA
671
Checchi Capital Advisers
California
$236K +$3.92K +2 +2%
CPIG
672
Chicago Partners Investment Group
Illinois
$235K +$41.2K +21 +20%
Empower Advisory Group
673
Empower Advisory Group
Colorado
$233K +$15.7K +8 +7%
PAW
674
Plan A Wealth
Nebraska
$231K -$5.88K -3 -2%
IA
675
IFG Advisory
Georgia
$231K