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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
901
Wealth Enhancement Trust Services
South Dakota
$5.86K +$5.6K +3 New
WPA
902
West Paces Advisors
Georgia
$5.86K +$5.6K +3 New
OAJ
903
Ogorek Anthony Joseph
New York
$5K – – –
CI
904
CX Institutional
Indiana
$4K -$7.47K -4 -67%
S
905
Sachetta
Massachusetts
$3.91K – – –
KG
906
Kilter Group
New York
$3.91K +$1.87K +1 +100%
BHWM
907
Bay Harbor Wealth Management
Maryland
$3.91K +$1.87K +1 +100%
CFM
908
Cornerstone Financial Management
Massachusetts
$3.91K +$1.87K +1 +100%
CA
909
Continuum Advisory
Idaho
$3.91K +$3.73K +2 New
HFS
910
Hughes Financial Services
Virginia
$3.91K +$3.73K +2 New
LF
911
LifeSteps Financial
California
$3.91K +$3.73K +2 New
MCM
912
Manchester Capital Management
Vermont
$1.95K – – –
HIA
913
HFM Investment Advisors
New Jersey
$1.95K +$1.87K +1 New
VWA
914
Valued Wealth Advisors
Utah
$1.95K +$1.87K +1 New
HWP
915
Highline Wealth Partners
California
$1.95K -$3.73K -2 -67%
1CP
916
1015 Capital Partners
Pennsylvania
$1.95K – – –
FHC
917
First Horizon Corporation
Tennessee
$1.95K – – –
Kayne Anderson Rudnick Investment Management
918
Kayne Anderson Rudnick Investment Management
California
$1.95K – – –
NRG
919
Nemes Rush Group
Michigan
$1.95K – – –
NSIM
920
North Star Investment Management
Illinois
$1.95K – – –
RWM
921
Raffa Wealth Management
District of Columbia
$1.95K – – –
TM
922
Torren Management
California
$1.95K – – –
AIM
923
Axiom Investment Management
New York
$1.95K +$1.87K +1 New
CAM
924
Costello Asset Management
Pennsylvania
$1.95K +$1.87K +1 New
GP
925
Guardian Partners
Canada
$1.95K +$1.87K +1 New