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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
IP
651
Indivisible Partners
Florida
$303K +$286K +141 New
GCP
652
GSA Capital Partners
United Kingdom
$301K +$284K +140 New
NQWM
653
Northwest Quadrant Wealth Management
Oregon
$301K
AWM
654
Aprio Wealth Management
Georgia
$299K +$261K +129 New
BWM
655
Baron Wealth Management
Michigan
$297K +$280K +138 New
BFG
656
Beacon Financial Group
Texas
$292K
Fisher Asset Management
657
Fisher Asset Management
Washington
$289K -$134K -66 -33%
DIA
658
Dana Investment Advisors
Wisconsin
$282K
MMCM
659
Murphy & Mullick Capital Management
New York
$282K
JSW
660
Journey Strategic Wealth
New Jersey
$282K +$2.03K +1 +0.8%
BTI
661
Blue Trust Inc
Georgia
$279K -$14.2K -7 -5%
HI
662
Harbour Investments
Wisconsin
$279K +$4.05K +2 +2%
ASCM
663
Adkins Seale Capital Management
Louisiana
$279K +$263K +130 New
APA
664
Astoria Portfolio Advisors
New York
$279K
IWC
665
Integrated Wealth Concepts
Massachusetts
$278K +$261K +129 New
CPA
666
Cathy Pareto & Associates
Florida
$277K -$4.05K -2 -2%
AWM
667
Atticus Wealth Management
Florida
$277K
FCBT
668
First Citizens Bank & Trust
North Carolina
$277K +$261K +129 New
Envestnet Portfolio Solutions
669
Envestnet Portfolio Solutions
Illinois
$275K -$38.5K -19 -13%
NYLIM
670
New York Life Investment Management
New York
$273K -$48.6K -24 -16%
GPW
671
Genesis Private Wealth
Virginia
$273K -$44.6K -22 -15%
FPAS
672
Focus Partners Advisor Solutions
Missouri
$271K -$156K -77 -38%
GAG
673
GM Advisory Group
New York
$271K
PAS
674
Park Avenue Securities
New York
$269K +$14.2K +7 +6%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$269K