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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
701
Diversify Advisory Services
Utah
$239K +$10.1K +5 +5%
CCWM
702
Cassaday & Co Wealth Management
Virginia
$239K +$225K +111 New
GD
703
Grandfield & Dodd
New York
$236K – – –
PI
704
PFG Investments
New York
$236K – – –
AFG
705
ABLE Financial Group
Arizona
$236K +$223K +110 New
AT
706
American Trust
Kentucky
$234K -$99.3K -49 -31%
CCG
707
Cypress Capital Group
Florida
$234K – – –
SFG
708
Strive Financial Group
Indiana
$234K +$221K +109 New
DAS
709
Dynamic Advisor Solutions
Arizona
$232K -$4.05K -2 -2%
CT
710
Colonial Trust
South Carolina
$232K – – –
PAM
711
Panagora Asset Management
Massachusetts
$232K – – –
ATPW
712
Ashton Thomas Private Wealth
Arizona
$232K +$2.03K +1 +0.9%
BFM
713
Boothbay Fund Management
New York
$232K +$219K +108 New
C
714
Covestor
United Kingdom
$232K +$126K +62 +135%
WC
715
Waterloo Capital
Texas
$230K – – –
LSA
716
Leonteq Securities AG
Switzerland
$230K +$162K +80 +296%
CT
717
Chicago Trust
Illinois
$230K +$217K +107 New
NI
718
NDVR Inc
Massachusetts
$228K -$22.3K -11 -9%
PCA
719
Pallas Capital Advisors
Massachusetts
$228K +$2.03K +1 +1%
SAM
720
Smartleaf Asset Management
Massachusetts
$226K +$4.05K +2 +2%
NCM
721
Narwhal Capital Management
Georgia
$226K – – –
SIC
722
Sterling Investment Counsel
New York
$226K +$213K +105 New
AAP
723
Arax Advisory Partners
Colorado
$224K -$298K -147 -59%
OWA
724
Opal Wealth Advisors
New York
$224K -$32.4K -16 -13%
HSA
725
HBK Sorce Advisory
Pennsylvania
$223K +$215K +106 New
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