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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Counsel
California
$43K – – –
FHA
277
First Horizon Advisors
Tennessee
$41K – – –
GSC
278
Ground Swell Capital
South Carolina
$40K +$40.6K +63 New
IGIM
279
I.G. Investment Management
Manitoba, Canada
$39K +$40K +62 New
Envestnet Asset Management
280
Envestnet Asset Management
Illinois
$38K – – –
TWA
281
TCI Wealth Advisors
Arizona
$37K +$1.29K +2 +4%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34.8K +54 New
PTC
283
Private Trust Company
Ohio
$32K – – –
GT
284
Glenmede Trust
Pennsylvania
$32K +$11.6K +18 +55%
HCM
285
Highlander Capital Management
New Jersey
$31.8K – – –
LWM
286
LBA Wealth Management
Florida
$25K +$25.8K +40 New
PVH
287
Psagot Value Holdings
Israel
$22K – – –
WA
288
WFG Advisors
Texas
$16K – – –
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16.1K +25 New
MA
290
MUFG Americas
New York
$14K +$2.58K +4 +22%
HI
291
Hudock Inc
Pennsylvania
$13K – – –
NCM
292
Nelson Capital Management
California
$13K – – –
DSC
293
Duncker Streett & Co
Missouri
$13K +$13.5K +21 New
QT
294
Quantbot Technologies
New York
$13K +$14.2K +22 New
WRM
295
Westport Resources Management
Connecticut
$11K – – –
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
DAM
297
Delta Asset Management
Tennessee
$7K – – –
OC
298
Oakworth Capital
Alabama
$5K – – –
SA
299
SRH Advisors
Kansas
$3K +$3.23K +5 New
RWM
300
Raffa Wealth Management
District of Columbia
$636 +$645 +1 New