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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
826
Park Place Capital
Alabama
$38.3K +$40.6K +20 New
AAP
827
Arax Advisory Partners
Colorado
$36.4K -$173K -85 -82%
PWMG
828
Private Wealth Management Group
New Jersey
$36.4K – – –
PFBT
829
Parkside Financial Bank & Trust
Missouri
$34.5K +$6.09K +3 +20%
JWA
830
JFS Wealth Advisors
Pennsylvania
$32.5K – – –
CCM
831
Chilton Capital Management
Texas
$32.5K +$2.03K +1 +6%
TSMHT
832
Thurston Springer Miller Herd & Titak
Indiana
$32.5K – – –
ACM
833
Aster Capital Management
United Arab Emirates
$31.8K -$327K -161 -90%
POIA
834
Pin Oak Investment Advisors
Texas
$31K – – –
SWP
835
SIMA Wealth Partners
Virginia
$30.6K – – –
VSQM
836
V-Square Quantitative Management
Illinois
$30.6K +$2.03K +1 +7%
BW
837
Basepoint Wealth
Iowa
$28.7K – – –
MWPCG
838
Measured Wealth Private Client Group
New Hampshire
$28.7K – – –
BWA
839
Basecamp Wealth Advisors
Washington
$26.8K -$10.1K -5 -26%
EP
840
Essential Partners
California
$26.8K – – –
CMA
841
Cedar Mountain Advisors
Oregon
$26.8K +$2.03K +1 +8%
VERPA
842
Virginia Estate & Retirement Planning Advisors
Virginia
$26.8K +$28.4K +14 New
NS
843
NBC Securities
Alabama
$26.8K -$2.03K -1 -7%
ACM
844
Anfield Capital Management
California
$24.9K – – –
SN
845
Sittner & Nelson
Oregon
$24.9K – – –
BWL
846
Bogart Wealth LLC
Virginia
$24.9K +$4.06K +2 +18%
PWM
847
Positano Wealth Management
$24.9K +$8.12K +4 +44%
TWIM
848
TIAA Wealth Investment Management
New York
$24.9K +$26.4K +13 New
BC
849
Barrett & Company
Rhode Island
$23K – – –
TWD
850
True Wealth Design
Ohio
$23K +$2.03K +1 +9%
32 33
34
35 36