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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
901
Archer Investment Corporation
Indiana
$4.3K – – –
BAM
902
Bellevue Asset Management
Washington
$4.3K – – –
CH
903
Cromwell Holdings
Wyoming
$4.3K – – –
FC
904
Fairscale Capital
New Hampshire
$4.3K – – –
IWM
905
IMG Wealth Management
Florida
$4.3K – – –
RTL
906
Red Tortoise LLC
Georgia
$4.3K – – –
CA
907
CoreCap Advisors
Michigan
$4.3K +$4.05K +2 New
SWP
908
Strategic Wealth Partners
Ohio
$4.3K +$4.05K +2 New
AP
909
Aspect Partners
Virginia
$2.15K – – –
Federated Hermes
910
Federated Hermes
Pennsylvania
$2.15K – – –
Kayne Anderson Rudnick Investment Management
911
Kayne Anderson Rudnick Investment Management
California
$2.15K – – –
RWM
912
Raffa Wealth Management
District of Columbia
$2.15K – – –
RWM
913
Rialto Wealth Management
New York
$2.15K – – –
WW
914
Winnow Wealth
Texas
$2.15K – – –
1CP
915
1015 Capital Partners
Pennsylvania
$2.15K +$2.03K +1 New
BGA
916
Battery Global Advisors
Massachusetts
$2.15K +$2.03K +1 New
CFM
917
Cornerstone Financial Management
Massachusetts
$2.15K +$2.03K +1 New
EPG
918
Estate Planners Group
Pennsylvania
$2.15K +$2.03K +1 New
IBOK
919
Independence Bank of Kentucky
Kentucky
$2.15K +$2.03K +1 New
NRG
920
Nemes Rush Group
Michigan
$2.15K +$2.03K +1 New
NSIM
921
North Star Investment Management
Illinois
$2.15K +$2.03K +1 New
BHWM
922
Bay Harbor Wealth Management
Maryland
$2.15K +$2.03K +1 New
AWM
923
Abound Wealth Management
Tennessee
$215 – – –
HF
924
HRT Financial
New York
– -$14.2M -7,004 Closed
PCM
925
Prana Capital Management
Connecticut
– -$6.05M -3,166 Closed