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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
EverSource Wealth Advisors
Alabama
$27.6K -$51.4K -31 -66%
SWP
752
SIMA Wealth Partners
Virginia
$27.6K – – –
MCM
753
MidAtlantic Capital Management
Virginia
$25.9K – – –
SIS
754
Strategic Investment Solutions
Illinois
$25.9K – – –
POIA
755
Pin Oak Investment Advisors
Texas
$25K – – –
VCM
756
Versant Capital Management
Arizona
$24.2K +$9.96K +6 +75%
JFGIW
757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.8K +$18.3K +11 +550%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$22.4K +$4.98K +3 +30%
ACM
759
Anfield Capital Management
California
$22.4K – – –
SN
760
Sittner & Nelson
Oregon
$22.4K +$1.66K +1 +8%
HWM
761
Hemington Wealth Management
Virginia
$22K +$3.32K +2 +18%
SIC
762
SJS Investment Consulting
Ohio
$20.7K – – –
BC
763
Barrett & Company
Rhode Island
$20.7K – – –
BGAI
764
Bruce G. Allen Investments
Colorado
$20.7K – – –
CNBTD
765
Citizens National Bank Trust Department
Mississippi
$20.7K – – –
TC
766
Truvestments Capital
Florida
$20.7K – – –
ATC
767
Adirondack Trust Company
New York
$20.7K – – –
VNA
768
Valley National Advisers
Pennsylvania
$20K – – –
ADL
769
Asset Dedication LLC
California
$19K – – –
GCM
770
Gables Capital Management
Florida
$19K – – –
RTC
771
Riverview Trust Company
Washington
$19K – – –
WWP
772
WR Wealth Planners
Missouri
$19K – – –
BWL
773
Bogart Wealth LLC
Virginia
$19K +$3.32K +2 +22%
WT
774
Whittier Trust
California
$19K – – –
TWD
775
True Wealth Design
Ohio
$17.3K – – –