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Markel Group

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