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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
LBA Wealth Management
Florida
$133K
PMFA
377
Plante Moran Financial Advisors
Michigan
$118K +$93.1K +100 +417%
MIC
378
MU Investments Company
Japan
$113K -$65.2K -70 -37%
Lazard Asset Management
379
Lazard Asset Management
New York
$109K
Federated Hermes
380
Federated Hermes
Pennsylvania
$100K +$97.8K +105 New
NIPH
381
NN Investment Partners Holdings
Netherlands
$95K
CG
382
Cutler Group
California
$95K +$93.1K +100 New
PHK
383
Point72 Hong Kong
Hong Kong
$95K +$93.1K +100 New
BFEC
384
Benjamin F. Edwards & Company
Missouri
$87K +$52.1K +56 +160%
MFS
385
MSI Financial Services
Massachusetts
$84K +$46.6K +50 +132%
GWM
386
Geneos Wealth Management
Colorado
$82K
WI
387
Wintrust Investments
Illinois
$82K +$569K +611 New
CHC
388
City Holding Co
West Virginia
$76K +$25.1K +27 +44%
Toronto Dominion Bank
389
Toronto Dominion Bank
Ontario, Canada
$73K
BBHC
390
Brown Brothers Harriman & Co
New York
$66K +$64.3K +69 New
PCP
391
Proficio Capital Partners
Massachusetts
$65K +$60.5K +65 +2,167%
TWA
392
TCI Wealth Advisors
Arizona
$62K
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$60K +$931 +1 +2%
CFA
394
Carroll Financial Associates
North Carolina
$54K
DOA
395
D'Orazio & Associates
Virginia
$48K
HCM
396
Highlander Capital Management
New Jersey
$48K
KLI
397
Kelman-Lazarov Inc
Tennessee
$47.1K
HPBT
398
High Point Bank & Trust
North Carolina
$43K
SBL
399
Sargent Bickham Lagudis
Colorado
$43K
VIA
400
Vantage Investment Advisors
Pennsylvania
$41K