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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
701
Quadrant Capital Group
Ohio
$218K -$78.8K -42 -28%
AA
702
Apriem Advisors
California
$218K – – –
CCG
703
Cypress Capital Group
Florida
$218K +$1.88K +1 +0.9%
WC
704
Waterloo Capital
Texas
$218K +$204K +109 New
CPIG
705
Chicago Partners Investment Group
Illinois
$217K +$201K +107 New
PAM
706
Panagora Asset Management
Massachusetts
$216K -$1.58M -844 -89%
CT
707
Colonial Trust
South Carolina
$216K – – –
CWP
708
Cyndeo Wealth Partners
Florida
$216K +$1.88K +1 +0.9%
AWA
709
Arkadios Wealth Advisors
Georgia
$216K +$203K +108 New
BP
710
Ballentine Partners
Massachusetts
$210K +$197K +105 New
MGIA
711
Moneta Group Investment Advisors
Missouri
$210K +$197K +105 New
NCM
712
Narwhal Capital Management
Georgia
$210K +$197K +105 New
SFO
713
Stenger Family Office
Illinois
$208K +$274K +146 New
DAS
714
Diversify Advisory Services
Utah
$206K +$201K +107 New
HSA
715
HBK Sorce Advisory
Pennsylvania
$206K -$52.5K -28 -21%
GWCM
716
Godshalk Welsh Capital Management
Pennsylvania
$206K +$193K +103 New
TC
717
TAGStone Capital
North Carolina
$204K – – –
HPIA
718
Hamilton Point Investment Advisors
North Carolina
$204K +$191K +102 New
PIMG
719
Patriot Investment Management Group
Tennessee
$204K +$191K +102 New
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$194K +$84.4K +45 +87%
GM
721
GeoWealth Management
Illinois
$184K +$173K +92 New
BFPW
722
BOK Financial Private Wealth
Colorado
$182K – – –
IA
723
IFP Advisors
Florida
$182K -$43.1K -23 -34%
CTA
724
Colonial Trust Advisors
South Carolina
$170K -$7.5K -4 -4%
TH
725
TCTC Holdings
Texas
$168K – – –
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