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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
SIMA Wealth Partners
Virginia
$27.6K – – –
MCM
752
MidAtlantic Capital Management
Virginia
$25.9K – – –
SIS
753
Strategic Investment Solutions
Illinois
$25.9K – – –
POIA
754
Pin Oak Investment Advisors
Texas
$25K – – –
VCM
755
Versant Capital Management
Arizona
$24.2K +$9.96K +6 +75%
JFGIW
756
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.8K +$18.3K +11 +550%
PFBT
757
Parkside Financial Bank & Trust
Missouri
$22.4K +$4.98K +3 +30%
ACM
758
Anfield Capital Management
California
$22.4K – – –
SN
759
Sittner & Nelson
Oregon
$22.4K +$1.66K +1 +8%
HWM
760
Hemington Wealth Management
Virginia
$22K +$3.32K +2 +18%
SIC
761
SJS Investment Consulting
Ohio
$20.7K – – –
BC
762
Barrett & Company
Rhode Island
$20.7K – – –
BGAI
763
Bruce G. Allen Investments
Colorado
$20.7K – – –
CNBTD
764
Citizens National Bank Trust Department
Mississippi
$20.7K – – –
TC
765
Truvestments Capital
Florida
$20.7K – – –
ATC
766
Adirondack Trust Company
New York
$20.7K – – –
VNA
767
Valley National Advisers
Pennsylvania
$20K – – –
ADL
768
Asset Dedication LLC
California
$19K – – –
GCM
769
Gables Capital Management
Florida
$19K – – –
RTC
770
Riverview Trust Company
Washington
$19K – – –
WWP
771
WR Wealth Planners
Missouri
$19K – – –
BWL
772
Bogart Wealth LLC
Virginia
$19K +$3.32K +2 +22%
WT
773
Whittier Trust
California
$19K – – –
TWD
774
True Wealth Design
Ohio
$17.3K – – –
GJIA
775
Glass Jacobson Investment Advisors
Maryland
$17.3K +$16.6K +10 New
29 30
31
32 33