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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Spire Wealth Management
Virginia
$38.7K – – –
MCM
827
MidAtlantic Capital Management
Virginia
$38.7K +$36.5K +18 New
JWA
828
JFS Wealth Advisors
Pennsylvania
$36.5K +$6.08K +3 +21%
TSMHT
829
Thurston Springer Miller Herd & Titak
Indiana
$36.5K +$22.3K +11 +183%
CCM
830
Chilton Capital Management
Texas
$34.4K – – –
SWP
831
SIMA Wealth Partners
Virginia
$34.4K – – –
POIA
832
Pin Oak Investment Advisors
Texas
$34K – – –
PFBT
833
Parkside Financial Bank & Trust
Missouri
$32.2K +$6.08K +3 +25%
MWPCG
834
Measured Wealth Private Client Group
New Hampshire
$32.2K – – –
VSQM
835
V-Square Quantitative Management
Illinois
$32.2K +$30.4K +15 New
NS
836
NBC Securities
Alabama
$32.2K -$2.03K -1 -6%
BW
837
Basepoint Wealth
Iowa
$32.2K +$30.4K +15 New
EP
838
Essential Partners
California
$30.1K – – –
Walleye Capital
839
Walleye Capital
New York
$30.1K +$28.4K +14 New
ACM
840
Anfield Capital Management
California
$27.9K – – –
CMA
841
Cedar Mountain Advisors
Oregon
$27.9K – – –
SN
842
Sittner & Nelson
Oregon
$27.3K – – –
BC
843
Barrett & Company
Rhode Island
$25.8K – – –
CFO
844
CVA Family Office
Colorado
$25.8K – – –
RAM
845
Reflection Asset Management
South Carolina
$25.8K +$24.3K +12 New
ATC
846
Adirondack Trust Company
New York
$25.8K -$30.4K -15 -56%
VNA
847
Valley National Advisers
Pennsylvania
$25K +$24.3K +12 New
ADL
848
Asset Dedication LLC
California
$23.6K – – –
TWD
849
True Wealth Design
Ohio
$23.6K – – –
MCM
850
MV Capital Management
Maryland
$23.6K +$10.1K +5 +83%