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Markel Group
MKL

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
851
Capital Advisors Ltd
Ohio
$20K – – –
ADL
852
Asset Dedication LLC
California
$19.5K +$13.1K +7 +233%
BP
853
BNP Paribas
France
$19.5K -$26.1K -14 -58%
HNB
854
Hilltop National Bank
Wyoming
$19.5K – – –
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$19.5K +$9.34K +5 +100%
BWL
856
Bogart Wealth LLC
Virginia
$17.6K -$7.47K -4 -31%
GA
857
GoalVest Advisory
New York
$17.6K – – –
MHR
858
Matthew Hamilton Rosenberg
$17.6K – – –
PB
859
Pinnacle Bancorp
Nebraska
$17.6K – – –
NB
860
NBH Bank
Colorado
$17.6K +$16.8K +9 New
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.6K – – –
CT
862
Clearstead Trust
Maine
$15.6K +$3.73K +2 +33%
PTC
863
Private Trust Company
Ohio
$15.6K -$3.73K -2 -20%
FFA
864
Frazier Financial Advisors
Ohio
$13.7K – – –
LB
865
Legacy Bridge
Iowa
$13.7K – – –
BIA
866
Bell Investment Advisors
California
$13.7K +$5.6K +3 +75%
PWA
867
Physician Wealth Advisors
Utah
$13.7K +$13.1K +7 New
CFD
868
Creative Financial Designs
Indiana
$13.7K – – –
TC
869
Truvestments Capital
Florida
$13.7K – – –
OCWP
870
Owl Creek Wealth Partners
Colorado
$11.7K -$9.34K -5 -45%
EF
871
Entrust Financial
Pennsylvania
$11.7K – – –
BFS
872
Burkett Financial Services
South Carolina
$11.7K +$11.2K +6 New
CWM
873
Cranbrook Wealth Management
Michigan
$9.77K – – –
SIC
874
SJS Investment Consulting
Ohio
$9.77K +$5.6K +3 +150%
EWP
875
Elevation Wealth Partners
California
$9.77K +$9.34K +5 New
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