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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
676
Savvy Advisors Inc
New York
$281K +$37.3K +20 +16%
TFS
677
Thoroughbred Financial Services
Tennessee
$281K – – –
AWP
678
Accretive Wealth Partners
New Jersey
$279K – – –
SFG
679
SNS Financial Group
Minnesota
$279K +$267K +143 New
IP
680
Indivisible Partners
Florida
$277K – – –
WFG
681
Wills Financial Group
Virginia
$277K – – –
BFP
682
Beacon Financial Planning
Massachusetts
$277K +$1.87K +1 +0.7%
CCA
683
Cadent Capital Advisors
Oklahoma
$273K – – –
NQWM
684
Northwest Quadrant Wealth Management
Oregon
$273K – – –
CPA
685
Cathy Pareto & Associates
Florida
$271K -$5.6K -3 -2%
MIA
686
MainStreet Investment Advisors
Illinois
$271K -$29.9K -16 -10%
SG
687
StoneX Group
New York
$270K -$181K -97 -41%
BHBT
688
Burke & Herbert Bank & Trust
Virginia
$270K +$258K +138 New
TCM
689
Tuttle Capital Management
Connecticut
$270K +$258K +138 New
LCM
690
Landscape Capital Management
New Jersey
$268K -$13.1K -7 -5%
BI
691
Ballast Inc
Kentucky
$268K -$11.2K -6 -4%
RGC
692
Roberts, Glore & Co
Illinois
$268K +$29.9K +16 +13%
AWM
693
Aprio Wealth Management
Georgia
$264K -$7.47K -4 -3%
BBHC
694
Brown Brothers Harriman & Co
New York
$264K -$3.73K -2 -1%
AWM
695
Atticus Wealth Management
Florida
$262K +$1.87K +1 +0.8%
DIA
696
Dana Investment Advisors
Wisconsin
$262K – – –
SFG
697
Strive Financial Group
Indiana
$262K +$20.5K +11 +9%
WJWM
698
Williams Jones Wealth Management
New York
$262K +$250K +134 New
WPC
699
Wedmont Private Capital
Pennsylvania
$259K +$29.9K +16 +14%
SIC
700
Sterling Investment Counsel
New York
$258K +$33.6K +18 +16%
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