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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
726
First Financial Bank - Trust Division
Ohio
$230K – – –
GSWM
727
Golden State Wealth Management
California
$230K – – –
WPC
728
Wedmont Private Capital
Pennsylvania
$228K +$10.1K +5 +4%
CAG
729
Cypress Advisory Group
Arizona
$228K +$40.6K +20 +20%
PAW
730
Plan A Wealth
Nebraska
$226K – – –
BP
731
Ballentine Partners
Massachusetts
$226K +$2.03K +1 +0.9%
OCA
732
OpenArc Corporate Advisory
Georgia
$222K +$26.4K +13 +13%
CI
733
Cigna Investments
Connecticut
$222K – – –
GIA
734
Guyasuta Investment Advisors
Pennsylvania
$220K – – –
PWW
735
Pettyjohn Wood & White
Virginia
$220K – – –
OL
736
Odyssean LLC
Connecticut
$220K +$233K +115 New
CNTOF
737
Canandaigua National Trust of Florida
New York
$218K -$363K -179 -61%
IF
738
Ironwood Financial
Arizona
$218K – – –
SIC
739
Sterling Investment Counsel
New York
$218K +$18.3K +9 +9%
ZF
740
Zhang Financial
Michigan
$216K -$73.1K -36 -24%
TTWM
741
TCV Trust & Wealth Management
Virginia
$216K – – –
CT
742
Chicago Trust
Illinois
$216K +$12.2K +6 +6%
BRWA
743
B. Riley Wealth Advisors
Florida
$211K -$22.3K -11 -9%
SWP
744
Stratos Wealth Partners
Ohio
$211K +$28.4K +14 +15%
CIC
745
Carnegie Investment Counsel
Ohio
$211K -$20.3K -10 -8%
AFG
746
ABLE Financial Group
Arizona
$211K – – –
GD
747
Grandfield & Dodd
New York
$211K – – –
OAM
748
Oak Asset Management
California
$211K +$20.3K +10 +10%
CW
749
CreativeOne Wealth
Kansas
$211K +$223K +110 New
DAS
750
Dynamic Advisor Solutions
Arizona
$209K +$2.03K +1 +0.9%