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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
HP
651
Havemeyer Place
Connecticut
$337K +$357K +176 New
HC
652
Hamilton Capital
Ohio
$335K
MFG
653
Merit Financial Group
Georgia
$335K -$18.3K -9 -5%
AC
654
AXQ Capital
New Jersey
$331K +$351K +173 New
FRA
655
Frank Rimerman Advisors
California
$325K
IP
656
Isthmus Partners
Wisconsin
$325K
TAM
657
Tocqueville Asset Management
New York
$325K
AWA
658
Aaron Wealth Advisors
Illinois
$323K -$20.3K -10 -6%
BAM
659
Blueshift Asset Management
New Jersey
$323K +$343K +169 New
BJL
660
Brighton Jones LLC
Washington
$323K +$343K +169 New
GWM
661
Geneos Wealth Management
Colorado
$318K +$144K +71 +75%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$316K -$38.6K -19 -10%
ATPW
663
Ashton Thomas Private Wealth
Arizona
$308K +$108K +53 +49%
WSC
664
Wellington Shields & Co
New York
$304K -$2.03K -1 -0.6%
ET
665
Equitable Trust
Tennessee
$301K
VCM
666
Virtue Capital Management
Tennessee
$300K -$2.03K -1 -0.6%
MIA
667
MainStreet Investment Advisors
Illinois
$297K -$26.4K -13 -8%
ONB
668
Old National Bancorp
Indiana
$297K
BOM
669
Bank of Marin
California
$297K +$315K +155 New
CPIG
670
Chicago Partners Investment Group
Illinois
$292K +$40.6K +20 +15%
QL
671
Quarry LP
New York
$291K +$302K +149 +4,967%
JWM
672
JGP Wealth Management
Oregon
$291K
SIA
673
SeaBridge Investment Advisors
New Jersey
$289K +$6.09K +3 +2%
LWM
674
Lodestone Wealth Management
Washington
$289K +$18.3K +9 +6%
MW
675
MBL Wealth
North Carolina
$285K