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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Colonial Trust
South Carolina
$207K – – –
PAM
752
Panagora Asset Management
Massachusetts
$207K – – –
KCP
753
Kera Capital Partners
California
$205K – – –
Empower Advisory Group
754
Empower Advisory Group
Colorado
$205K +$10.1K +5 +5%
AWM
755
AE Wealth Management
Kansas
$205K +$16.2K +8 +8%
SFO
756
Stenger Family Office
Illinois
$205K +$217K +107 New
SF
757
Summit Financial
New Jersey
$205K +$217K +107 New
CSPIA
758
Cary Street Partners Investment Advisory
Virginia
$205K +$24.4K +12 +13%
WC
759
Waterloo Capital
Texas
$201K -$4.06K -2 -2%
NCM
760
Narwhal Capital Management
Georgia
$201K – – –
CCWM
761
Cassaday & Co Wealth Management
Virginia
$193K -$20.3K -10 -9%
EWA
762
EverSource Wealth Advisors
Alabama
$189K +$34.5K +17 +21%
AT
763
Arlington Trust
Alabama
$184K – – –
Mirae Asset Global ETFs Holdings
764
Mirae Asset Global ETFs Holdings
Hong Kong
$180K -$40.6K -20 -18%
OWA
765
Opal Wealth Advisors
New York
$180K -$20.3K -10 -10%
SAM
766
Smartleaf Asset Management
Massachusetts
$179K -$18.3K -9 -9%
BFPW
767
BOK Financial Private Wealth
Colorado
$174K – – –
IAIM
768
International Assets Investment Management
Florida
$170K +$181K +89 New
Fidelity International
769
Fidelity International
Bermuda
$168K +$179K +88 New
BTI
770
Blue Trust Inc
Georgia
$167K -$87.3K -43 -33%
CTA
771
Colonial Trust Advisors
South Carolina
$163K – – –
MAM
772
Marquette Asset Management
Minnesota
$157K +$166K +82 New
EA
773
Evolution Advisers
Virginia
$149K +$2.03K +1 +1%
UB
774
UMB Bank
Missouri
$144K – – –
SEP
775
Signature Equity Partners
Ohio
$144K +$152K +75 New