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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Coldstream Capital Management
Washington
$256K +$36.5K +18 +16%
DIA
702
Dana Investment Advisors
Wisconsin
$256K +$6.09K +3 +2%
AWM
703
Atticus Wealth Management
Florida
$255K +$8.12K +4 +3%
RW
704
RVW Wealth
California
$253K +$268K +132 New
PAS
705
Park Avenue Securities
New York
$251K +$12.2K +6 +5%
JSW
706
Journey Strategic Wealth
New Jersey
$251K – – –
MMCM
707
Murphy & Mullick Capital Management
New York
$251K – – –
ASCM
708
Adkins Seale Capital Management
Louisiana
$249K – – –
SWP
709
Sagespring Wealth Partners
Tennessee
$249K +$14.2K +7 +6%
FCBT
710
First Citizens Bank & Trust
North Carolina
$247K – – –
CPW
711
Cove Private Wealth
New York
$247K +$262K +129 New
PCM
712
Polymer Capital Management
New York
$243K +$258K +127 New
CIM
713
Cambria Investment Management
California
$241K -$56.8K -28 -18%
GAG
714
GM Advisory Group
New York
$241K – – –
CIA
715
Capital Investment Advisors
Georgia
$239K -$93.4K -46 -27%
HI
716
Harbour Investments
Wisconsin
$239K -$10.1K -5 -4%
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$239K – – –
SAI
718
Savvy Advisors Inc
New York
$237K +$252K +124 New
APA
719
Astoria Portfolio Advisors
New York
$237K -$20.3K -10 -7%
SFG
720
Strive Financial Group
Indiana
$235K +$28.4K +14 +13%
CCA
721
Checchi Capital Advisers
California
$234K -$2.03K -1 -0.8%
BZWA
722
Blue Zone Wealth Advisors
California
$232K -$7.53M -3,708 -97%
GPW
723
Genesis Private Wealth
Virginia
$232K -$12.2K -6 -5%
AGM
724
Alpine Global Management
New York
$232K +$246K +121 New
RGC
725
Roberts, Glore & Co
Illinois
$232K +$6.09K +3 +3%
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