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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
326
Mount Yale Investment Advisors
Colorado
$1.02M -$485K -365 -31%
SIC
327
Salem Investment Counselors
North Carolina
$1M – – –
X
328
Xponance
Pennsylvania
$998K -$1.33K -1 -0.1%
RWM
329
RKL Wealth Management
Pennsylvania
$994K – – –
PAM
330
Panagora Asset Management
Massachusetts
$991K -$45.2K -34 -4%
PP
331
Prudential plc
United Kingdom
$991K +$1.33K +1 +0.1%
WT
332
Whittier Trust
California
$991K – – –
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$984K +$26.6K +20 +3%
PBC
334
Pavion Blue Capital
California
$967K +$2.66K +2 +0.3%
D.E. Shaw & Co
335
D.E. Shaw & Co
New York
$957K -$2.32M -1,747 -70%
PWP
336
Principle Wealth Partners
Connecticut
$941K – – –
UCFA
337
United Capital Financial Advisors
Texas
$933K +$294K +221 +43%
OC
338
Oppenheimer & Co
New York
$903K – – –
SFI
339
Susquehanna Fundamental Investments
Pennsylvania
$893K -$2.19M -1,649 -70%
FCMC
340
Founders Capital Management (Connecticut)
Connecticut
$892K -$31.9K -24 -3%
KS
341
Karpas Strategies
Connecticut
$892K – – –
NFGCM
342
Norman Fields Gottscho Capital Management
New York
$876K +$9.3K +7 +1%
FIM
343
Fruth Investment Management
Texas
$875K – – –
SFA
344
Sequoia Financial Advisors
Ohio
$865K +$53.1K +40 +6%
AC
345
Avestar Capital
New York
$861K -$117K -88 -12%
KAS
346
Kestra Advisory Services
Texas
$857K -$777K -585 -47%
CS
347
Cannell & Spears
New York
$853K +$15.9K +12 +2%
MWM
348
Madison Wealth Management
Ohio
$821K – – –
RCA
349
Resonant Capital Advisors
Wisconsin
$811K -$3.98K -3 -0.5%
ASN
350
Advisory Services Network
Georgia
$805K – – –