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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
326
Evercore Wealth Management
New York
$426K +$68.9K +61 +18%
FQ
327
First Quadrant
California
$425K – – –
WAM
328
World Asset Management
Michigan
$421K -$9.04K -8 -2%
FCAG
329
First Capital Advisors Group
New Jersey
$419K +$57.6K +51 +15%
UCFA
330
United Capital Financial Advisors
Texas
$402K -$307K -272 -42%
GCA
331
Gideon Capital Advisors
New York
$398K -$347K -307 -46%
PAM
332
Panagora Asset Management
Massachusetts
$389K – – –
SAM
333
Silvercrest Asset Management
New York
$384K – – –
WP
334
WealthPLAN Partners
Nebraska
$381K – – –
Truist Financial
335
Truist Financial
North Carolina
$381K +$22.6K +20 +6%
AUB
336
Atlantic Union Bankshares
Virginia
$375K – – –
Macquarie Group
337
Macquarie Group
Australia
$369K +$79.1K +70 +26%
VF
338
Virtu Financial
New York
$365K +$381K +337 New
LNB
339
Ledyard National Bank
$364K -$10.2K -9 -3%
RCA
340
Rowland Carmichael Advisors
Arizona
$361K -$28.2K -25 -7%
WAG
341
Winthrop Advisory Group
Massachusetts
$359K – – –
NIM
342
Needham Investment Management
New York
$353K – – –
PCM
343
Poehling Capital Management
Wisconsin
$340K -$96K -85 -21%
BSW
344
Buckingham Strategic Wealth
Missouri
$335K +$4.52K +4 +1%
BBHC
345
Brown Brothers Harriman & Co
New York
$332K +$11.3K +10 +3%
LIA
346
LS Investment Advisors
Michigan
$329K -$48.6K -43 -12%
BAM
347
Brave Asset Management
New Jersey
$325K – – –
VC
348
Vicus Capital
Pennsylvania
$325K – – –
YMRC
349
Yorktown Management & Research Company
Virginia
$325K – – –
CIA
350
Choate Investment Advisors
Massachusetts
$325K +$339K +300 New