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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
776
GoalVest Advisory
New York
$38.2K +$39.2K +20 New
KFA
777
Kelleher Financial Advisors
New York
$38.2K +$39.2K +20 New
PWMG
778
Private Wealth Management Group
New Jersey
$36.3K – – –
SWM
779
Spire Wealth Management
Virginia
$34.4K -$5.88K -3 -14%
DMBA
780
Deseret Mutual Benefit Administrators
Utah
$34.4K – – –
LC
781
Lavaca Capital
Texas
$34.4K – – –
CCM
782
Chilton Capital Management
Texas
$30.6K – – –
POIA
783
Pin Oak Investment Advisors
Texas
$30.6K – – –
SWP
784
SIMA Wealth Partners
Virginia
$30.6K – – –
NS
785
NBC Securities
Alabama
$30.6K – – –
MWPCG
786
Measured Wealth Private Client Group
New Hampshire
$28.7K +$29.4K +15 New
WPA
787
Wealth Preservation Advisors
Tennessee
$28.7K +$29.4K +15 New
JWA
788
JFS Wealth Advisors
Pennsylvania
$26.8K -$7.84K -4 -22%
CT
789
Clearstead Trust
Maine
$26.8K – – –
EP
790
Essential Partners
California
$26.8K +$1.96K +1 +8%
ACM
791
Anfield Capital Management
California
$24.8K – – –
SN
792
Sittner & Nelson
Oregon
$24.8K – – –
CMA
793
Cedar Mountain Advisors
Oregon
$24.8K +$9.8K +5 +63%
PFBT
794
Parkside Financial Bank & Trust
Missouri
$22.9K – – –
BC
795
Barrett & Company
Rhode Island
$22.9K -$39.2K -20 -63%
CNBTD
796
Citizens National Bank Trust Department
Mississippi
$22.9K – – –
CHC
797
City Holding Co
West Virginia
$22.9K – – –
CFO
798
CVA Family Office
Colorado
$22.9K – – –
ADL
799
Asset Dedication LLC
California
$21K – – –
BGAI
800
Bruce G. Allen Investments
Colorado
$21K – – –
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