We are live on ! Find out more
MKL icon

Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
YL
376
YCG LLC
Texas
$456K – – –
WCM Investment Management
377
WCM Investment Management
California
$454K +$48.5K +45 +13%
SI
378
Stephens Inc
Arkansas
$448K -$30.2K -28 -7%
WP
379
WMS Partners
Maryland
$440K +$30.2K +28 +8%
BSW
380
Buckingham Strategic Wealth
Missouri
$435K -$28K -26 -6%
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$426K +$16.2K +15 +4%
PC
382
Pecaut & Co
Iowa
$425K – – –
SWM
383
Spire Wealth Management
Virginia
$423K +$399K +370 New
PG
384
Pendal Group
Australia
$415K +$393K +364 New
ACM
385
Adalta Capital Management
New York
$410K – – –
Cerity Partners
386
Cerity Partners
New York
$405K -$57.2K -53 -13%
II
387
Inspire Investing
Idaho
$393K -$64.7K -60 -15%
CPIG
388
Chicago Partners Investment Group
Illinois
$391K -$175K -162 -33%
EMG
389
ETF Managers Group
New Jersey
$391K +$45.3K +42 +14%
TI
390
Tidal Investments
Wisconsin
$391K +$84.1K +78 +29%
EWA
391
Encompass Wealth Advisors
Oregon
$384K -$297K -275 -46%
BEC
392
Blue Edge Capital
Virginia
$379K – – –
SFM
393
Systematic Financial Management
New Jersey
$375K – – –
WAG
394
Winthrop Advisory Group
Massachusetts
$373K – – –
GAM
395
Gotham Asset Management
New York
$373K +$86.3K +80 +32%
RJT
396
Raymond James Trust
Florida
$369K -$10.8K -10 -3%
WAM
397
World Asset Management
Michigan
$369K -$7.55K -7 -2%
PGA
398
Portland Global Advisors
Maine
$365K +$80.9K +75 +31%
PAS
399
Park Avenue Securities
New York
$362K +$56.1K +52 +20%
Baird Financial Group
400
Baird Financial Group
Wisconsin
$360K +$9.71K +9 +3%