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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PI
701
PFG Investments
New York
$210K – – –
AWA
702
Aaron Wealth Advisors
Illinois
$210K +$216K +110 New
BRWA
703
B. Riley Wealth Advisors
Florida
$210K -$43.1K -22 -17%
QWP
704
Quotient Wealth Partners
Texas
$209K +$214K +109 New
QCG
705
Quadrant Capital Group
Ohio
$208K – – –
Kovitz Investment Group Partners
706
Kovitz Investment Group Partners
Illinois
$208K -$112K -57 -34%
AA
707
Apriem Advisors
California
$208K – – –
CCG
708
Cypress Capital Group
Florida
$208K – – –
BP
709
Ballentine Partners
Massachusetts
$208K +$7.84K +4 +4%
CT
710
Colonial Trust
South Carolina
$206K – – –
PAM
711
Panagora Asset Management
Massachusetts
$206K – – –
ATPW
712
Ashton Thomas Private Wealth
Arizona
$205K -$68.6K -35 -25%
WC
713
Waterloo Capital
Texas
$205K -$3.92K -2 -2%
TC
714
TAGStone Capital
North Carolina
$205K – – –
GWM
715
Geneos Wealth Management
Colorado
$203K -$9.8K -5 -5%
TTWM
716
TCV Trust & Wealth Management
Virginia
$203K +$208K +106 New
NCM
717
Narwhal Capital Management
Georgia
$201K – – –
UB
718
UMB Bank
Missouri
$201K +$198K +101 +2,525%
PCA
719
Pallas Capital Advisors
Massachusetts
$201K +$206K +105 New
SAM
720
Smartleaf Asset Management
Massachusetts
$194K -$114K -58 -36%
BC
721
Bayforest Capital
United Kingdom
$191K +$196K +100 New
GRP
722
Global Retirement Partners
California
$185K +$137K +70 +259%
BFPW
723
BOK Financial Private Wealth
Colorado
$174K – – –
GI
724
GAMMA Investing
California
$170K +$33.3K +17 +24%
CTA
725
Colonial Trust Advisors
South Carolina
$162K – – –