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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
376
Parisi Gray Wealth Management
New Jersey
$651K +$22.6K +17 +3%
RA
377
RFG Advisory
Alabama
$651K +$678K +510 New
CWM
378
Calamos Wealth Management
Illinois
$639K – – –
LAM
379
Lakewood Asset Management
Illinois
$632K +$5.31K +4 +0.8%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$628K -$25.2K -19 -4%
LTAS
381
Linden Thomas Advisory Services
North Carolina
$627K +$7.97K +6 +1%
VCA
382
Verdence Capital Advisors
Maryland
$620K -$12K -9 -2%
PWM
383
Perigon Wealth Management
California
$618K +$69.1K +52 +12%
SWM
384
Spire Wealth Management
Virginia
$609K +$559K +421 +752%
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
$602K +$626K +471 New
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$577K +$73.1K +55 +14%
Chevy Chase Trust
387
Chevy Chase Trust
Maryland
$572K -$99.6K -75 -14%
IVP
388
Intrinsic Value Partners
Arizona
$570K -$15.9K -12 -3%
MIA
389
MainStreet Investment Advisors
Illinois
$567K -$13.3K -10 -2%
GC
390
Gilbert & Cook
Iowa
$562K +$19.9K +15 +4%
IP
391
Intellectus Partners
California
$561K -$43.8K -33 -7%
Connor, Clark & Lunn Investment Management (CC&L)
392
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$553K +$575K +433 New
NA
393
NewEdge Advisors
Louisiana
$549K -$77.1K -58 -12%
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$548K -$10.6K -8 -2%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$544K – – –
PA
396
Procyon Advisors
Connecticut
$537K – – –
CC
397
Centiva Capital
New York
$537K +$558K +420 New
IWC
398
Integrated Wealth Concepts
Massachusetts
$534K +$159K +120 +40%
IAS
399
Insigneo Advisory Services
Florida
$526K +$5.31K +4 +1%
CAM
400
Cresset Asset Management
Illinois
$516K -$45.2K -34 -8%