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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
IFG Advisory
Georgia
$231K – – –
CI
677
Cigna Investments
Connecticut
$231K – – –
OWA
678
Opal Wealth Advisors
New York
$229K +$17.6K +9 +8%
CIC
679
Carnegie Investment Counsel
Ohio
$229K – – –
FFBTD
680
First Financial Bank - Trust Division
Ohio
$229K – – –
FTWA
681
Fifth Third Wealth Advisors
Ohio
$229K +$11.8K +6 +5%
JF
682
Jump Financial
Illinois
$227K -$706K -360 -75%
PAS
683
Park Avenue Securities
New York
$226K +$3.92K +2 +2%
RGC
684
Roberts, Glore & Co
Illinois
$226K – – –
NI
685
NDVR Inc
Massachusetts
$224K -$11.8K -6 -5%
Optiver Holding
686
Optiver Holding
Netherlands
$222K +$227K +116 New
GIA
687
Guyasuta Investment Advisors
Pennsylvania
$220K – – –
PWW
688
Pettyjohn Wood & White
Virginia
$220K +$9.8K +5 +5%
CNTOF
689
Canandaigua National Trust of Florida
New York
$218K -$351K -179 -61%
RFC
690
Regions Financial Corp
Alabama
$218K -$25.5K -13 -10%
DAS
691
Diversify Advisory Services
Utah
$217K +$7.84K +4 +4%
ZF
692
Zhang Financial
Michigan
$216K – – –
MGIA
693
Moneta Group Investment Advisors
Missouri
$216K +$15.7K +8 +8%
EWA
694
EverSource Wealth Advisors
Alabama
$214K +$64.7K +33 +42%
GWCM
695
Godshalk Welsh Capital Management
Pennsylvania
$214K +$17.6K +9 +9%
TC
696
TwinBeech Capital
New York
$214K +$220K +112 New
KCP
697
Kera Capital Partners
California
$212K +$218K +111 New
EIA
698
Edgemoor Investment Advisors
Maryland
$210K -$78.4K -40 -27%
DAS
699
Dynamic Advisor Solutions
Arizona
$210K -$13.7K -7 -6%
GD
700
Grandfield & Dodd
New York
$210K – – –