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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
776
Ground Swell Capital
South Carolina
– -$286K -194 Closed
WA
777
Wealthstar Advisors
Texas
– -$280K -190 Closed
FMAEN1
778
Fund Management at Engine No 1
California
– -$278K -189 Closed
OFP
779
OLIO Financial Planning
Virginia
– -$275K -187 Closed
GCP
780
GSA Capital Partners
United Kingdom
– -$268K -182 Closed
TTWM
781
TCV Trust & Wealth Management
Virginia
– -$264K -179 Closed
DAS
782
Dynamic Advisor Solutions
Arizona
– -$237K -161 Closed
N
783
Natixis
France
– -$233K -158 Closed
ST
784
Somerset Trust
Pennsylvania
– -$231K -157 Closed
LFAS
785
Level Four Advisory Services
Texas
– -$219K -149 Closed
NHC
786
Nicholas Hoffman & Company
Georgia
– -$218K -148 Closed
NP
787
Nilsine Partners
Colorado
– -$218K -148 Closed
CI
788
Cigna Investments
Connecticut
– -$203K -138 Closed
GWANC
789
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$203K -138 Closed
SWM
790
Silverlake Wealth Management
Vermont
– -$203K -138 Closed
EWM
791
Evercore Wealth Management
New York
– -$202K -137 Closed
PAIM
792
Punch & Associates Investment Management
Minnesota
– -$202K -137 Closed
GA
793
Goldstein Advisors
Wisconsin
– -$200K -136 Closed
IGAM
794
iA Global Asset Management
Quebec, Canada
– -$125K -85 Closed
HT
795
Headlands Technologies
Illinois
– -$97.2K -66 Closed
BAAM
796
Baker Avenue Asset Management
California
– -$72.2K -49 Closed
NSIM
797
North Star Investment Management
Illinois
– -$50.1K -34 Closed
RW
798
RVW Wealth
California
– -$47.1K -32 Closed
RDFA
799
Ritter Daniher Financial Advisory
Ohio
– -$29.4K -20 Closed
AP
800
Arlington Partners
Alabama
– -$17.7K -12 Closed
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