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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
Cranbrook Wealth Management
Michigan
$10.7K – – –
AF
877
Aviso Financial
Ontario, Canada
$10.7K – – –
BCM
878
Boreal Capital Management
Florida
$10.7K – – –
FFO
879
Fortitude Family Office
Arizona
$10.7K – – –
SA
880
SRH Advisors
Kansas
$10.7K – – –
CCMI
881
Creative Capital Management Investments
California
$10.7K +$10.1K +5 New
SR
882
Swiss Re
Switzerland
$10.7K +$10.1K +5 New
BIA
883
Bell Investment Advisors
California
$8.6K – – –
EPIMS
884
Evelyn Partners Investment Management Services
$8.6K – – –
LFA
885
LGT Financial Advisors
Texas
$8.6K – – –
HPWM
886
High Point Wealth Management
New Jersey
$8.6K +$8.1K +4 New
PWPS
887
Pinnacle Wealth Planning Services
Ohio
$8.6K +$8.1K +4 New
MCM
888
Manchester Capital Management
Vermont
$6.45K -$64.8K -32 -91%
IAG
889
Innovative Advisory Group
Massachusetts
$6.45K – – –
PWAM
890
Private Wealth Asset Management
Iowa
$6.45K – – –
PG
891
Proffitt & Goodson
Tennessee
$6.45K – – –
TCM
892
TD Capital Management
Tennessee
$6.45K – – –
QL
893
Quarry LP
New York
$6.45K +$6.08K +3 New
SFS
894
Sunrise Financial Services
Washington
$6.45K +$6.08K +3 New
VR
895
Vision Retirement
New Jersey
$6.45K +$6.08K +3 New
OAJ
896
Ogorek Anthony Joseph
New York
$6K – – –
SA
897
Strategic Advocates
Utah
$4.35K – – –
S
898
Sachetta
Massachusetts
$4.3K – – –
SIC
899
SJS Investment Consulting
Ohio
$4.3K +$2.03K +1 +100%
EPAM
900
Evelyn Partners Asset Management
$4.3K -$6.08K -3 -60%