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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
951
Allen Investment Management
New York
– -$563K -262 Closed
VAG
952
VisionPoint Advisory Group
Texas
– -$529K -246 Closed
FFM
953
Forum Financial Management
Illinois
– -$464K -216 Closed
ISFAN
954
Investor's Fiduciary Advisor Network
Washington
– -$447K -208 Closed
FC
955
Farringdon Capital
United Kingdom
– -$428K -199 Closed
WWC
956
Waypoint Wealth Counsel
Georgia
– -$378K -176 Closed
BA
957
Bridgewater Advisors
New York
– -$262K -139 Closed
Envestnet Portfolio Solutions
958
Envestnet Portfolio Solutions
Illinois
– -$275K -128 Closed
FPAS
959
Focus Partners Advisor Solutions
Missouri
– -$271K -126 Closed
IA
960
IFG Advisory
Georgia
– -$260K -121 Closed
FTWA
961
Fifth Third Wealth Advisors
Ohio
– -$256K -119 Closed
DAS
962
Diversify Advisory Services
Utah
– -$239K -116 Closed
AT
963
American Trust
Kentucky
– -$234K -109 Closed
CCG
964
Cypress Capital Group
Florida
– -$234K -109 Closed
TC
965
TAGStone Capital
North Carolina
– -$205K -107 Closed
HSA
966
HBK Sorce Advisory
Pennsylvania
– -$223K -106 Closed
PCA
967
Pallas Capital Advisors
Massachusetts
– -$228K -106 Closed
CWP
968
Cyndeo Wealth Partners
Florida
– -$219K -102 Closed
HPIA
969
Hamilton Point Investment Advisors
North Carolina
– -$219K -102 Closed
IA
970
IFC Advisors
California
– -$219K -102 Closed
IIC
971
Ironwood Investment Counsel
Arizona
– -$219K -102 Closed
PIMG
972
Patriot Investment Management Group
Tennessee
– -$219K -102 Closed
CWP
973
Curated Wealth Partners
California
– -$217K -101 Closed
JIC
974
Johnson Investment Counsel
Ohio
– -$217K -101 Closed
Two Sigma Advisers
975
Two Sigma Advisers
New York
– -$217K -101 Closed