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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Gilbert & Cook
Iowa
$408K +$1.26K +1 +0.3%
WAG
427
Winthrop Advisory Group
Massachusetts
$404K – – –
MCM
428
Maryland Capital Management
Maryland
$404K +$413K +327 New
PCA
429
Personal Capital Advisors
California
$404K +$413K +327 New
RJT
430
Raymond James Trust
Florida
$403K -$8.83K -7 -2%
EWA
431
Encompass Wealth Advisors
Oregon
$401K – – –
YCM
432
Yousif Capital Management
Michigan
$391K +$400K +317 New
OWA
433
Opal Wealth Advisors
New York
$386K +$179K +142 +83%
BRG
434
Bay Rivers Group
Virginia
$383K -$12.6K -10 -3%
Vontobel Holding
435
Vontobel Holding
Switzerland
$377K -$54.3K -43 -12%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$374K – – –
BG
437
Bellevue Group
Switzerland
$370K – – –
MF
438
Manchester Financial
California
$370K +$379K +300 New
RG
439
Rathbones Group
United Kingdom
$368K – – –
EI
440
Ethic Inc
New York
$360K +$41.6K +33 +13%
IWC
441
Integrated Wealth Concepts
Massachusetts
$357K +$31.5K +25 +9%
WP
442
WealthPLAN Partners
Nebraska
$356K +$25.2K +20 +7%
II
443
Inspire Investing
Idaho
$354K +$2.52K +2 +0.7%
KIC
444
Keating Investment Counselors
Florida
$353K – – –
WA
445
Wambolt & Associates
Colorado
$353K – – –
MFW
446
Meristem Family Wealth
Minnesota
$348K +$356K +282 New
TSS
447
Two Sigma Securities
New York
$348K +$356K +282 New
RFC
448
Regions Financial Corp
Alabama
$347K +$355K +281 New
PAS
449
Park Avenue Securities
New York
$344K -$73.2K -58 -17%
RIM
450
Redpoint Investment Management
Australia
$344K – – –