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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
801
MTM Investment Management
South Carolina
$21K
TWD
802
True Wealth Design
Ohio
$21K
GTAM
803
Global Trust Asset Management
Florida
$19.1K -$19.6K -10 -50%
BWL
804
Bogart Wealth LLC
Virginia
$19.1K +$1.96K +1 +11%
CAL
805
Capital Advisors Ltd
Ohio
$19K
BOJHT
806
Bank of Jackson Hole Trust
Wyoming
$17.2K
MHR
807
Matthew Hamilton Rosenberg
$17.2K
PB
808
Pinnacle Bancorp
Nebraska
$15.3K -$1.96K -1 -11%
BI
809
Binnacle Investments
Iowa
$13.4K
CFD
810
Creative Financial Designs
Indiana
$13.4K
FFA
811
Frazier Financial Advisors
Ohio
$13.4K
LB
812
Legacy Bridge
Iowa
$13.4K
TC
813
Truvestments Capital
Florida
$13.4K
MCM
814
MV Capital Management
Maryland
$11.5K -$1.96K -1 -14%
SVCP
815
Silicon Valley Capital Partners
California
$11.5K
TSMHT
816
Thurston Springer Miller Herd & Titak
Indiana
$11.5K -$178K -91 -94%
GKIM
817
GW&K Investment Management
Massachusetts
$10K
CWM
818
Cranbrook Wealth Management
Michigan
$9.56K
EPAM
819
Evelyn Partners Asset Management
$9.56K
FFO
820
Fortitude Family Office
Arizona
$9.56K
SA
821
SRH Advisors
Kansas
$9.56K
BCM
822
Boreal Capital Management
Florida
$9.56K +$9.8K +5 New
AF
823
Aviso Financial
Ontario, Canada
$9.56K
BIA
824
Bell Investment Advisors
California
$7.65K
EPIMS
825
Evelyn Partners Investment Management Services
$7.64K