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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PL
251
Parkwood LLC
Ohio
$190K +$177K +327 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$174K -$16.3K -30 -9%
CPA
253
Cowen Prime Advisors
New York
$174K – – –
BAM
254
Brave Asset Management
New Jersey
$174K +$163K +300 New
PAM
255
Panagora Asset Management
Massachusetts
$139K -$54.3K -100 -29%
PSI
256
Pinnacle Summer Investments
Virginia
$135K +$126K +233 New
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$99K +$4.34K +8 +5%
DADC
258
D.A. Davidson & Co
Montana
$94K +$14.1K +26 +19%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$93.4K +$87.4K +161 New
FNBT
260
FineMark National Bank & Trust
Florida
$93K – – –
CBT
261
Central Bank & Trust
Kentucky
$87K – – –
TCOV
262
Trust Company of Vermont
Vermont
$71K +$66.2K +122 New
Lazard Asset Management
263
Lazard Asset Management
New York
$66K – – –
HRIA
264
Haberer Registered Investment Advisor
Ohio
$58K – – –
OIA
265
Optimum Investment Advisors
Illinois
$58K – – –
WA
266
Winfield Associates
Ohio
$58K +$54.3K +100 New
FHA
267
First Horizon Advisors
Tennessee
$53K +$14.1K +26 +35%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$50K +$2.71K +5 +6%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$44K +$543 +1 +1%
IWC
270
Integrated Wealth Counsel
California
$39K – – –
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$35K – – –
TWA
272
TCI Wealth Advisors
Arizona
$30K +$543 +1 +2%
HCM
273
Highlander Capital Management
New Jersey
$29K – – –
PTC
274
Private Trust Company
Ohio
$29K – – –
IGIM
275
I.G. Investment Management
Manitoba, Canada
$25K +$23.3K +43 New