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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Aaron Wealth Advisors
Illinois
$210K +$216K +110 New
BRWA
702
B. Riley Wealth Advisors
Florida
$210K -$43.1K -22 -17%
QWP
703
Quotient Wealth Partners
Texas
$209K +$214K +109 New
QCG
704
Quadrant Capital Group
Ohio
$208K
Kovitz Investment Group Partners
705
Kovitz Investment Group Partners
Illinois
$208K -$112K -57 -34%
AA
706
Apriem Advisors
California
$208K
CCG
707
Cypress Capital Group
Florida
$208K
BP
708
Ballentine Partners
Massachusetts
$208K +$7.84K +4 +4%
CT
709
Colonial Trust
South Carolina
$206K
PAM
710
Panagora Asset Management
Massachusetts
$206K
ATPW
711
Ashton Thomas Private Wealth
Arizona
$205K -$68.6K -35 -25%
WC
712
Waterloo Capital
Texas
$205K -$3.92K -2 -2%
TC
713
TAGStone Capital
North Carolina
$205K
GWM
714
Geneos Wealth Management
Colorado
$203K -$9.8K -5 -5%
TTWM
715
TCV Trust & Wealth Management
Virginia
$203K +$208K +106 New
NCM
716
Narwhal Capital Management
Georgia
$201K
UB
717
UMB Bank
Missouri
$201K +$198K +101 +2,525%
PCA
718
Pallas Capital Advisors
Massachusetts
$201K +$206K +105 New
SAM
719
Smartleaf Asset Management
Massachusetts
$194K -$114K -58 -36%
BC
720
Bayforest Capital
United Kingdom
$191K +$196K +100 New
GRP
721
Global Retirement Partners
California
$185K +$137K +70 +259%
BFPW
722
BOK Financial Private Wealth
Colorado
$174K
GI
723
GAMMA Investing
California
$170K +$33.3K +17 +24%
CTA
724
Colonial Trust Advisors
South Carolina
$162K
TH
725
TCTC Holdings
Texas
$161K