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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
W
326
WealthStone
Ohio
$502K +$494K +544 New
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$499K -$20K -22 -4%
Chevy Chase Trust
328
Chevy Chase Trust
Maryland
$483K -$1.82K -2 -0.4%
BA
329
Bridgewater Associates
Connecticut
$464K -$226K -249 -33%
PFS
330
Prospera Financial Services
Texas
$462K
FSA
331
Fort Sheridan Advisors
Illinois
$462K +$454K +500 New
RBA
332
Richard Bernstein Advisors
New York
$445K +$439K +483 New
IRF
333
IBM Retirement Fund
New York
$443K -$1.82K -2 -0.4%
YWP
334
YorkBridge Wealth Partners
New York
$443K
RCA
335
Resonant Capital Advisors
Wisconsin
$437K -$434K -477 -50%
OAM
336
Oppenheimer Asset Management
New York
$428K +$59.1K +65 +16%
VAS
337
Vestmark Advisory Solutions
Massachusetts
$427K +$32.7K +36 +8%
PGIM
338
Pacific Global Investment Management
California
$413K -$552K -607 -58%
Allianz Asset Management
339
Allianz Asset Management
Germany
$411K -$81.8K -90 -17%
RIM
340
Redpoint Investment Management
Australia
$408K +$402K +442 New
CB
341
Commerce Bank
Missouri
$407K -$62.7K -69 -14%
BSW
342
Buckingham Strategic Wealth
Missouri
$406K +$16.4K +18 +4%
APW
343
Acima Private Wealth
Virginia
$405K
II
344
Inspire Investing
Idaho
$398K +$350K +385 +837%
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$388K +$5.45K +6 +1%
Cerity Partners
346
Cerity Partners
New York
$384K -$36.4K -40 -9%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$375K +$90K +99 +32%
BG
348
Bellevue Group
Switzerland
$369K
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$369K
YL
350
YCG LLC
Texas
$369K