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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
401
Buckingham Strategic Wealth
Missouri
$422K -$31.2K -26 -7%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$417K -$27.6K -23 -6%
RJT
403
Raymond James Trust
Florida
$411K +$27.6K +23 +7%
BEC
404
Blue Edge Capital
Virginia
$395K – – –
PP
405
Paloma Partners
Connecticut
$392K -$3.71M -3,099 -90%
SFM
406
Systematic Financial Management
New Jersey
$390K – – –
WAG
407
Winthrop Advisory Group
Massachusetts
$388K – – –
Cerity Partners
408
Cerity Partners
New York
$386K -$36K -30 -8%
GAM
409
Gotham Asset Management
New York
$386K -$2.4K -2 -0.6%
EWA
410
Encompass Wealth Advisors
Oregon
$385K – – –
Baird Financial Group
411
Baird Financial Group
Wisconsin
$383K +$8.39K +7 +2%
GC
412
Gilbert & Cook
Iowa
$379K +$12K +10 +3%
DTL
413
Dynamic Technology Lab
Singapore
$377K +$381K +318 New
WP
414
WealthPLAN Partners
Nebraska
$371K – – –
LNB
415
Ledyard National Bank
$368K – – –
BCV
416
Banque Cantonale Vaudoise
Switzerland
$359K – – –
BG
417
Bellevue Group
Switzerland
$356K -$120K -100 -25%
RG
418
Rathbones Group
United Kingdom
$354K – – –
WAM
419
World Asset Management
Michigan
$352K -$20.4K -17 -5%
PAS
420
Park Avenue Securities
New York
$350K -$27.6K -23 -7%
BTWM
421
Baker Tilly Wealth Management
Wisconsin
$350K +$7.19K +6 +2%
KIC
422
Keating Investment Counselors
Florida
$339K – – –
FC
423
Financial Consulate
Maryland
$338K +$42K +35 +14%
AC
424
Avestar Capital
New York
$336K +$339K +283 New
TC
425
TwinBeech Capital
New York
$336K +$339K +283 New