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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
676
Delta Asset Management
Tennessee
$41.2K – – –
AWM
677
Avior Wealth Management
Nebraska
$39.8K – – –
CA
678
Clearstead Advisors
Ohio
$36.8K – – –
PFBT
679
Parkside Financial Bank & Trust
Missouri
$36.8K – – –
DMBA
680
Deseret Mutual Benefit Administrators
Utah
$33.9K -$1.46K -1 -4%
GRP
681
Global Retirement Partners
California
$33.6K – – –
WBC
682
Westpac Banking Corp
Australia
$32.4K – – –
RDFA
683
Ritter Daniher Financial Advisory
Ohio
$29.4K +$17.6K +12 +150%
ADL
684
Asset Dedication LLC
California
$28K – – –
CT
685
Colonial Trust
South Carolina
$28K +$10.2K +7 +58%
JWA
686
JFS Wealth Advisors
Pennsylvania
$26.5K +$1.46K +1 +6%
POIA
687
Pin Oak Investment Advisors
Texas
$24K – – –
DWA
688
Dougherty Wealth Advisers
Minnesota
$23.6K – – –
FHA
689
First Horizon Advisors
Tennessee
$23.6K – – –
IRC
690
Investors Research Corp
Georgia
$23.6K – – –
AssetMark Inc
691
AssetMark Inc
California
$22.1K – – –
UB
692
UMB Bank
Missouri
$19.1K +$8.78K +6 +86%
VNA
693
Valley National Advisers
Pennsylvania
$18K – – –
AP
694
Arlington Partners
Alabama
$17.7K -$206K -141 -92%
SN
695
Sittner & Nelson
Oregon
$17.7K – – –
AT
696
Arlington Trust
Alabama
$17.7K +$17.6K +12 New
RTC
697
Riverview Trust Company
Washington
$16.2K – – –
TC
698
Truvestments Capital
Florida
$16.2K +$5.86K +4 +57%
LSA
699
Leonteq Securities AG
Switzerland
$16.2K +$16.1K +11 New
CAL
700
Capital Advisors Ltd
Ohio
$15K – – –