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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
826
LGT Financial Advisors
Texas
$7.64K
CCM
827
Cloud Capital Management
Washington
$7K +$7.84K +4 New
PG
828
Proffitt & Goodson
Tennessee
$5.74K +$5.88K +3 New
PWAM
829
Private Wealth Asset Management
Iowa
$5.73K -$1.96K -1 -25%
TCM
830
TD Capital Management
Tennessee
$5.73K
OAJ
831
Ogorek Anthony Joseph
New York
$5K
JWM
832
JPL Wealth Management
Colorado
$3.88K +$3.92K +2 New
AIC
833
Archer Investment Corporation
Indiana
$3.82K
CH
834
Cromwell Holdings
Wyoming
$3.82K
FC
835
Fairscale Capital
New Hampshire
$3.82K
IWM
836
IMG Wealth Management
Florida
$3.82K
RTL
837
Red Tortoise LLC
Georgia
$3.82K
S
838
Sachetta
Massachusetts
$3.82K
TIM
839
Tortoise Investment Management
New York
$3.82K
ZBNA
840
Zions Bancorporation, National Association
Utah
$3.82K
MAM
841
Marquette Asset Management
Minnesota
$3.82K +$3.92K +2 New
SA
842
Strategic Advocates
Utah
$3.82K +$3.92K +2 New
SAM
843
Strive Asset Management
Ohio
$3.82K +$3.92K +2 New
BAM
844
Bellevue Asset Management
Washington
$3.82K
SIC
845
SJS Investment Consulting
Ohio
$1.91K
RWM
846
Rialto Wealth Management
New York
$1.91K +$1.96K +1 New
SA
847
Seneschal Advisors
Washington
$1.91K +$1.96K +1 New
WW
848
Winnow Wealth
Texas
$1.91K +$1.96K +1 New
Federated Hermes
849
Federated Hermes
Pennsylvania
$1.91K -$2.24M -1,141 -100%
FCAS
850
First Command Advisory Services
Texas
$1.91K