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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$652K -$21.5K -17 -3%
ONB
377
Old National Bancorp
Indiana
$649K -$7.57K -6 -1%
SAM
378
Silvercrest Asset Management
New York
$632K +$95.9K +76 +17%
RFM
379
Royal Fund Management
Florida
$629K
BAM
380
Brave Asset Management
New Jersey
$628K
IVP
381
Intrinsic Value Partners
Arizona
$628K +$642K +509 New
QT
382
Quantamental Technologies
New York
$623K +$637K +505 New
CWM
383
Calamos Wealth Management
Illinois
$617K +$631K +500 New
BMCM
384
Burns Matteson Capital Management
New York
$608K +$148K +117 +31%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$598K -$49.2K -39 -7%
PGWM
386
Parisi Gray Wealth Management
New Jersey
$598K +$16.4K +13 +3%
YWP
387
YorkBridge Wealth Partners
New York
$592K
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$579K +$149K +118 +34%
UCFA
389
United Capital Financial Advisors
Texas
$565K -$148K -117 -20%
GT
390
Glenview Trust
Kentucky
$565K +$578K +458 New
Neuberger Berman Group
391
Neuberger Berman Group
New York
$563K +$327K +259 +105%
OTL
392
Oak Thistle LLC
New York
$560K +$573K +454 New
MML Investors Services
393
MML Investors Services
Massachusetts
$558K +$35.3K +28 +7%
Vanguard Personalized Indexing Management
394
Vanguard Personalized Indexing Management
California
$557K +$569K +451 New
CB
395
Commerce Bank
Missouri
$556K +$25.2K +20 +5%
CCP
396
Carmel Capital Partners
California
$548K +$560K +444 New
WCM Investment Management
397
WCM Investment Management
California
$543K +$6.31K +5 +1%
APW
398
Acima Private Wealth
Virginia
$542K
TCM
399
Tributary Capital Management
Nebraska
$537K +$20.2K +16 +4%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$536K