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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
726
Beacon Financial Group
Texas
$229K -$35.5K -19 -14%
BC
727
Barrett & Company
Rhode Island
$229K +$196K +105 +875%
BRWA
728
B. Riley Wealth Advisors
Florida
$227K +$7.47K +4 +4%
OCA
729
OpenArc Corporate Advisory
Georgia
$227K
WIC
730
Woodmont Investment Counsel
Tennessee
$227K +$217K +116 New
CI
731
Cigna Investments
Connecticut
$226K
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$225K
PWW
733
Pettyjohn Wood & White
Virginia
$225K
GLA
734
Great Lakes Advisors
Illinois
$225K -$1.91M -1,021 -90%
IF
735
Ironwood Financial
Arizona
$224K
WC
736
Waterloo Capital
Texas
$223K +$16.8K +9 +9%
ZF
737
Zhang Financial
Michigan
$221K
GD
738
Grandfield & Dodd
New York
$221K +$5.6K +3 +3%
TTWM
739
TCV Trust & Wealth Management
Virginia
$221K
BAAM
740
Baker Avenue Asset Management
California
$219K +$209K +112 New
CCA
741
Checchi Capital Advisers
California
$216K -$22.4K -12 -10%
SWP
742
Stratos Wealth Partners
Ohio
$215K
AFG
743
ABLE Financial Group
Arizona
$215K
AWM
744
AE Wealth Management
Kansas
$215K +$5.6K +3 +3%
BI
745
Bolthouse Investments
California
$215K +$205K +110 New
AssetMark Inc
746
AssetMark Inc
California
$213K +$129K +69 +173%
RIG
747
RiverFront Investment Group
Virginia
$213K +$204K +109 New
PAM
748
Panagora Asset Management
Massachusetts
$211K
SWP
749
Sagespring Wealth Partners
Tennessee
$209K -$42.9K -23 -18%
CWP
750
Cyndeo Wealth Partners
Florida
$207K +$198K +106 New