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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
251
JP Morgan Private Wealth Advisors
California
$1.02M -$72.3K -69 -7%
II
252
IFM Investors
Australia
$1.02M – – –
DADC
253
D.A. Davidson & Co
Montana
$1.01M +$275K +262 +40%
CS
254
Cannell & Spears
New York
$1.01M – – –
CT
255
Clearstead Trust
Maine
$984K +$5.24K +5 +0.6%
CCA
256
Conestoga Capital Advisors
Pennsylvania
$941K – – –
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$938K -$408K -389 -31%
PGWM
258
Parisi Gray Wealth Management
New Jersey
$936K +$61.8K +59 +7%
ET
259
Equitable Trust
Tennessee
$920K -$151K -144 -15%
SC
260
Sepio Capital
Utah
$898K – – –
AIM
261
Axiom Investment Management
New York
$890K -$88K -84 -9%
EBT
262
Enterprise Bank & Trust
Massachusetts
$867K -$14.7K -14 -2%
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$837K -$382K -365 -32%
ASN
264
Advisory Services Network
Georgia
$834K -$14.7K -14 -2%
GIA
265
GHP Investment Advisors
Colorado
$834K – – –
RFM
266
Royal Fund Management
Florida
$831K -$109K -104 -12%
MIA
267
MainStreet Investment Advisors
Illinois
$828K +$796K +760 New
RWM
268
RKL Wealth Management
Pennsylvania
$823K – – –
PAM
269
Panagora Asset Management
Massachusetts
$822K – – –
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$819K -$5.74M -5,473 -88%
WT
271
Whittier Trust
California
$817K – – –
CCM
272
Check Capital Management
California
$817K +$10.5K +10 +1%
QC
273
Quadrature Capital
United Kingdom
$814K +$382K +365 +95%
VDBMI
274
Van Den Berg Management I
Texas
$786K -$85.9K -82 -10%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$785K -$38.8K -37 -5%