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Markel Group

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Maryland Capital Management
Maryland
$404K +$413K +327 New
PCA
427
Personal Capital Advisors
California
$404K +$413K +327 New
RJT
428
Raymond James Trust
Florida
$403K -$8.83K -7 -2%
EWA
429
Encompass Wealth Advisors
Oregon
$401K
YCM
430
Yousif Capital Management
Michigan
$391K +$400K +317 New
OWA
431
Opal Wealth Advisors
New York
$386K +$179K +142 +83%
BRG
432
Bay Rivers Group
Virginia
$383K -$12.6K -10 -3%
Vontobel Holding
433
Vontobel Holding
Switzerland
$377K -$54.3K -43 -12%
BCV
434
Banque Cantonale Vaudoise
Switzerland
$374K
BG
435
Bellevue Group
Switzerland
$370K
MF
436
Manchester Financial
California
$370K +$379K +300 New
RG
437
Rathbones Group
United Kingdom
$368K
EI
438
Ethic Inc
New York
$360K +$41.6K +33 +13%
IWC
439
Integrated Wealth Concepts
Massachusetts
$357K +$31.5K +25 +9%
WP
440
WealthPLAN Partners
Nebraska
$356K +$25.2K +20 +7%
II
441
Inspire Investing
Idaho
$354K +$2.52K +2 +0.7%
KIC
442
Keating Investment Counselors
Florida
$353K
WA
443
Wambolt & Associates
Colorado
$353K
MFW
444
Meristem Family Wealth
Minnesota
$348K +$356K +282 New
TSS
445
Two Sigma Securities
New York
$348K +$356K +282 New
RFC
446
Regions Financial Corp
Alabama
$347K +$355K +281 New
PAS
447
Park Avenue Securities
New York
$344K -$73.2K -58 -17%
RIM
448
Redpoint Investment Management
Australia
$344K
QCM
449
Quantinno Capital Management
New York
$341K
VAS
450
Vestmark Advisory Solutions
Massachusetts
$332K +$3.79K +3 +1%