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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
WP
351
WMS Partners
Maryland
$627K +$171K +139 +36%
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$626K +$21K +17 +3%
PHK
353
Point72 Hong Kong
Hong Kong
$610K +$629K +510 New
RFM
354
Royal Fund Management
Florida
$609K
BAM
355
Brave Asset Management
New Jersey
$608K
RR
356
Robotti Robert
$598K
RCA
357
Resonant Capital Advisors
Wisconsin
$590K +$86.3K +70 +17%
OC
358
Oppenheimer & Co
New York
$578K -$4.93K -4 -0.8%
RBA
359
Richard Bernstein Advisors
New York
$577K
YWP
360
YorkBridge Wealth Partners
New York
$574K
PGWM
361
Parisi Gray Wealth Management
New Jersey
$567K +$3.7K +3 +0.6%
Schroder Investment Management Group
362
Schroder Investment Management Group
United Kingdom
$551K -$358K -290 -39%
APW
363
Acima Private Wealth
Virginia
$525K
SAM
364
Silvercrest Asset Management
New York
$521K -$308K -250 -36%
WCM Investment Management
365
WCM Investment Management
California
$520K +$4.93K +4 +0.9%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$519K +$1.23K +1 +0.2%
CB
367
Commerce Bank
Missouri
$514K +$3.7K +3 +0.7%
MML Investors Services
368
MML Investors Services
Massachusetts
$507K +$69K +56 +15%
TCM
369
Tributary Capital Management
Nebraska
$501K -$23.4K -19 -4%
AF
370
Advisornet Financial
Minnesota
$496K -$17.3K -14 -3%
AIM
371
Aigen Investment Management
New York
$488K -$1.1M -896 -69%
XT
372
XTX Topco
Cayman Islands
$484K +$499K +405 New
EAM
373
Erste Asset Management
Austria
$483K
WANY
374
Wealthspire Advisors (New York)
New York
$477K +$492K +399 New
HVP
375
Hudson Value Partners
Florida
$472K