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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$191K +$91.1K +160 +99%
BAM
252
Brave Asset Management
New Jersey
$179K – – –
CPA
253
Cowen Prime Advisors
New York
$179K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$179K – – –
PSI
255
Pinnacle Summer Investments
Virginia
$168K +$19.9K +35 +15%
PAM
256
Panagora Asset Management
Massachusetts
$143K – – –
TCOV
257
Trust Company of Vermont
Vermont
$117K +$42.7K +75 +61%
LTFS
258
Ladenburg Thalmann Financial Services
Florida
$101K -$570 -1 -0.6%
DADC
259
D.A. Davidson & Co
Montana
$99K +$1.71K +3 +2%
FNBT
260
FineMark National Bank & Trust
Florida
$95K – – –
CBT
261
Central Bank & Trust
Kentucky
$89K – – –
Lazard Asset Management
262
Lazard Asset Management
New York
$68K – – –
FHA
263
First Horizon Advisors
Tennessee
$61K – – –
HRIA
264
Haberer Registered Investment Advisor
Ohio
$60K – – –
WA
265
Winfield Associates
Ohio
$60K – – –
TRCT
266
Tower Research Capital (TRC)
New York
$60K +$57K +100 New
WTB
267
Washington Trust Bank
Washington
$60K +$57K +100 New
IMS
268
Index Management Solutions
Pennsylvania
$54K +$51.3K +90 New
AUB
269
Atlantic Union Bankshares
Virginia
$52K +$57K +100 New
IWC
270
Integrated Wealth Counsel
California
$41K – – –
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$36K – – –
PG
272
PEAK6 Group
Illinois
$33K +$31.9K +56 New
TWA
273
TCI Wealth Advisors
Arizona
$32K +$1.14K +2 +4%
PTC
274
Private Trust Company
Ohio
$30K – – –
BRWM
275
B. Riley Wealth Management
Tennessee
$30K +$28.5K +50 New