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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
726
Caitong International Asset Management
Hong Kong
$62.1K +$59.7K +36 New
RA
727
Ransom Advisory
Rhode Island
$58.7K – – –
MCA
728
Maryland Capital Advisors
Maryland
$55.2K – – –
PTC
729
Private Trust Company
Ohio
$55.2K +$9.96K +6 +23%
ME
730
McIlrath & Eck
Washington
$50.1K +$43.1K +26 +867%
DAM
731
Delta Asset Management
Tennessee
$48.3K – – –
SWM
732
Spire Wealth Management
Virginia
$48.3K – – –
VC
733
Vestor Capital
Illinois
$47K +$44.8K +27 New
WSFS
734
Wilmington Savings Fund Society
Delaware
$46.6K – – –
GRP
735
Global Retirement Partners
California
$44.9K – – –
LFA
736
LGT Financial Advisors
Texas
$43.2K – – –
GTAM
737
Global Trust Asset Management
Florida
$41.4K +$39.8K +24 New
EAM
738
Empirical Asset Management
Massachusetts
$38.3K +$52.1M +31,382 New
TFA
739
Toth Financial Advisory
Virginia
$38K – – –
FIA
740
FPC Investment Advisory
California
$36.6K +$33.2K +20 New
LFG
741
Larson Financial Group
Missouri
$36.3K -$3.32K -2 -9%
OC
742
Oarsman Capital
Wisconsin
$36.3K – – –
BIG
743
Brooklyn Investment Group
New York
$36.3K +$1.66K +1 +5%
SS
744
SBI Securities
Japan
$36.3K +$34.8K +21 New
PWMG
745
Private Wealth Management Group
New Jersey
$32.8K – – –
SOW
746
State of Wyoming
Wyoming
$32.8K +$4.98K +3 +19%
JWA
747
JFS Wealth Advisors
Pennsylvania
$31.1K – – –
DMBA
748
Deseret Mutual Benefit Administrators
Utah
$31.1K – – –
LC
749
Lavaca Capital
Texas
$31.1K +$29.9K +18 New
EWA
750
EverSource Wealth Advisors
Alabama
$27.6K -$51.4K -31 -66%
28 29
30
31 32