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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
CWS Financial Advisors
Michigan
-$205K -139 Closed
ACA
677
Aptus Capital Advisors
Alabama
-$204K -138 Closed
EWM
678
Evercore Wealth Management
New York
-$203K -138 Closed
OMC
679
Overbrook Management Corp
New York
-$204K -138 Closed
PAIM
680
Punch & Associates Investment Management
Minnesota
-$202K -137 Closed
DFCM
681
Dark Forest Capital Management
Puerto Rico
-$88K -60 Closed
CBT
682
Central Bank & Trust
Kentucky
-$59K -40 Closed
Koshinski Asset Management
683
Koshinski Asset Management
Illinois
-$39.8K -27 Closed
CA
684
Clearstead Advisors
Ohio
-$38K -26 Closed
EWM
685
Evermay Wealth Management
Virginia
-$22K -15 Closed
JFA
686
JNBA Financial Advisors
Minnesota
-$22K -15 Closed
BA
687
Bellwether Advisors
Nebraska
-$19K -13 Closed
M1FG
688
Mach-1 Financial Group
Arkansas
-$17K -12 Closed
T
689
TCWP
Ohio
-$17K -12 Closed
ADL
690
Asset Dedication LLC
California
-$16K -11 Closed
ACA
691
Atlas Capital Advisors
Wyoming
-$14.8K -10 Closed
Loomis, Sayles & Company
692
Loomis, Sayles & Company
Massachusetts
-$12K -8 Closed
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
-$10K -7 Closed
CI
694
Cordant Inc
Oregon
-$6K -4 Closed
EI
695
Ellevest Inc
New York
-$1K -1 Closed
LFG
696
Larson Financial Group
Missouri
-$1K -1 Closed